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 | $104,695 | $95,862+9.2% | $79,550+31.6% | $134,475-22.1% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -23.11% | -2.69%-20.4pp | 0.16%-23.3pp | 417.96%-441.1pp |
| Employer contribution / active EE | $155 | $3,128-95.1% | $2,413-93.6% | $4,740-96.7% |
| Participant deferral / active EE | $2,273 | $4,693-51.6% | $3,985-43.0% | $6,400-64.5% |
| Admin fee / account holder | $938 | $9,126-89.7% | $6,832-86.3% | $11,426-91.8% |