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 | $71,393 | $72,404-1.4% | $110,238-35.2% | $64,186+11.2% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | -8.30% | -6.29%-2.0pp | 314.74%-323.0pp | 7.63%-15.9pp |
| Employer contribution / active EE | $375 | $2,282-83.6% | $3,826-90.2% | $2,381-84.3% |
| Participant deferral / active EE | $5,160 | $3,469+48.7% | $4,672+10.4% | $3,470+48.7% |
| Admin fee / account holder | $690 | $5,664-87.8% | $8,547-91.9% | $4,888-85.9% |