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 9-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 | $103,967 | $81,900+26.9% | $119,609-13.1% | $68,494+51.8% |
| Participation rate | 88.5% | 71.9%+16.6pp | 79.3%+9.2pp | 67.9%+20.6pp |
| Annual return | -21.71% | -23.82%+2.1pp | -14.97%-6.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $125 | $2,693-95.4% | $4,232-97.0% | $2,596-95.2% |
| Participant deferral / active EE | $2,283 | $4,148-44.9% | $5,602-59.2% | $4,027-43.3% |
| Admin fee / account holder | $13,801 | $6,582+109.7% | $10,323+33.7% | $5,403+155.4% |