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 | $42,535 | $133,958-68.2% | $112,228-62.1% | $134,475-68.4% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -21.01% | 47.11%-68.1pp | 27.45%-48.5pp | 417.96%-439.0pp |
| Employer contribution / active EE | $546 | $4,038-86.5% | $3,635-85.0% | $4,740-88.5% |
| Participant deferral / active EE | $4,315 | $5,291-18.4% | $4,728-8.7% | $6,400-32.6% |
| Admin fee / account holder | $782 | $7,489-89.6% | $6,410-87.8% | $11,426-93.2% |