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 | $77,983 | $110,094-29.2% | $151,611-48.6% | $68,494+13.9% |
| Participation rate | 86.1% | 84.0%+2.1pp | 87.5%-1.4pp | 67.9%+18.2pp |
| Annual return | -21.04% | -10.12%-10.9pp | 3.33%-24.4pp | -7.84%-13.2pp |
| Employer contribution / active EE | $768 | $4,471-82.8% | $6,166-87.5% | $2,596-70.4% |
| Participant deferral / active EE | $5,635 | $6,527-13.7% | $8,363-32.6% | $4,027+39.9% |
| Admin fee / account holder | $1,942 | $7,719-74.8% | $11,616-83.3% | $5,403-64.1% |