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 | $126,552 | $54,350+132.8% | $82,719+53.0% | $68,494+84.8% |
| Participation rate | 96.2% | 63.9%+32.3pp | 72.6%+23.7pp | 67.9%+28.3pp |
| Annual return | -20.62% | -13.67%-6.9pp | 701.18%-721.8pp | -7.84%-12.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,942 | $3,246+206.3% | $4,395+126.2% | $4,027+146.9% |
| Admin fee / account holder | $7,568 | $4,395+72.2% | $5,329+42.0% | $5,403+40.1% |