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 | $113,209 | $73,004+55.1% | $90,749+24.7% | $68,494+65.3% |
| Participation rate | 89.7% | 70.8%+18.9pp | 75.7%+14.0pp | 67.9%+21.8pp |
| Annual return | -19.99% | -13.81%-6.2pp | -12.16%-7.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $410 | $2,193-81.3% | $2,921-86.0% | $2,596-84.2% |
| Participant deferral / active EE | $2,788 | $3,627-23.1% | $4,564-38.9% | $4,027-30.8% |
| Admin fee / account holder | $6,433 | $5,896+9.1% | $8,445-23.8% | $5,403+19.1% |