See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,608 | $56,484+133.0% | $169,463-22.3% | $64,186+105.0% |
| Participation rate | 90.9% | 64.5%+26.4pp | 77.8%+13.1pp | 69.6%+21.3pp |
| Annual return | -8.23% | -1.55%-6.7pp | 1.83%-10.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,824 | $3,448+68.9% | $5,277+10.4% | $3,470+67.9% |
| Admin fee / account holder | $372 | $4,174-91.1% | $9,109-95.9% | $4,888-92.4% |