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 | $111,008 | $106,515+4.2% | $96,683+14.8% | $139,434-20.4% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | -7.78% | 38.43%-46.2pp | 35.69%-43.5pp | 372.94%-380.7pp |
| Employer contribution / active EE | $738 | $4,103-82.0% | $3,737-80.3% | $4,751-84.5% |
| Participant deferral / active EE | $3,591 | $5,454-34.2% | $4,878-26.4% | $6,710-46.5% |
| Admin fee / account holder | $905 | $7,877-88.5% | $6,730-86.6% | $11,403-92.1% |