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 | $77,963 | $159,602-51.2% | $150,045-48.0% | $142,382-45.2% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.3%-4.1pp | 80.1%-1.9pp |
| Annual return | -16.21% | 70.24%-86.5pp | 62.55%-78.8pp | 217.08%-233.3pp |
| Employer contribution / active EE | $814 | $4,961-83.6% | $4,693-82.6% | $4,299-81.1% |
| Participant deferral / active EE | $6,469 | $8,310-22.2% | $7,997-19.1% | $6,507-0.6% |
| Admin fee / account holder | $23,325 | $14,846+57.1% | $13,435+73.6% | $12,624+84.8% |