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 | $68,652 | $140,940-51.3% | $112,229-38.8% | $139,434-50.8% |
| Participation rate | 81.8% | 79.2%+2.6pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | -7.34% | 32.71%-40.1pp | 30.20%-37.5pp | 372.94%-380.3pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,887 | $5,874-33.8% | $4,798-19.0% | $6,710-42.1% |
| Admin fee / account holder | $2,420 | $9,954-75.7% | $7,748-68.8% | $11,403-78.8% |