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 | $90,296 | $92,222-2.1% | $76,768+17.6% | $135,375-33.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.19% | 5.46%-15.7pp | 2.43%-12.6pp | 519.73%-529.9pp |
| Employer contribution / active EE | $268 | $3,216-91.7% | $2,485-89.2% | $4,779-94.4% |
| Participant deferral / active EE | $16,333 | $4,509+262.3% | $3,852+324.1% | $5,609+191.2% |
| Admin fee / account holder | $1,168 | $10,748-89.1% | $6,675-82.5% | $10,827-89.2% |