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 | $74,964 | $71,883+4.3% | $86,677-13.5% | $68,494+9.4% |
| Participation rate | 77.8% | 72.2%+5.5pp | 76.6%+1.2pp | 67.9%+9.9pp |
| Annual return | -19.66% | 3.52%-23.2pp | 35.91%-55.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $533 | $2,173-75.5% | $2,836-81.2% | $2,596-79.5% |
| Participant deferral / active EE | $5,610 | $3,779+48.5% | $4,656+20.5% | $4,027+39.3% |
| Admin fee / account holder | $8,760 | $6,112+43.3% | $7,493+16.9% | $5,403+62.1% |