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 | $56,080 | $77,813-27.9% | $123,544-54.6% | $64,186-12.6% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -8.20% | 12.48%-20.7pp | 119.20%-127.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $284 | $3,014-90.6% | $4,628-93.9% | $2,381-88.1% |
| Participant deferral / active EE | $3,797 | $5,240-27.5% | $6,426-40.9% | $3,470+9.4% |
| Admin fee / account holder | $772 | $5,519-86.0% | $9,284-91.7% | $4,888-84.2% |