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 | $90,430 | $71,883+25.8% | $86,677+4.3% | $68,494+32.0% |
| Participation rate | 89.5% | 72.2%+17.2pp | 76.6%+12.9pp | 67.9%+21.6pp |
| Annual return | -18.93% | 3.52%-22.5pp | 35.91%-54.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $478 | $2,173-78.0% | $2,836-83.2% | $2,596-81.6% |
| Participant deferral / active EE | $3,219 | $3,779-14.8% | $4,656-30.9% | $4,027-20.1% |
| Admin fee / account holder | $1,418 | $6,112-76.8% | $7,493-81.1% | $5,403-73.8% |