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 4-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 | $116,962 | $71,883+62.7% | $86,677+34.9% | $68,494+70.8% |
| Participation rate | 96.3% | 72.2%+24.1pp | 76.6%+19.7pp | 67.9%+28.4pp |
| Annual return | -19.96% | 3.52%-23.5pp | 35.91%-55.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $36 | $2,173-98.3% | $2,836-98.7% | $2,596-98.6% |
| Participant deferral / active EE | $4,066 | $3,779+7.6% | $4,656-12.7% | $4,027+1.0% |
| Admin fee / account holder | $6,764 | $6,112+10.7% | $7,493-9.7% | $5,403+25.2% |