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 | $90,233 | $91,552-1.4% | $133,956-32.6% | $79,858+13.0% |
| Participation rate | 71.1% | 73.3%-2.2pp | 79.8%-8.7pp | 69.6%+1.5pp |
| Annual return | -55.37% | 61.85%-117.2pp | 45.09%-100.5pp | 31.71%-87.1pp |
| Employer contribution / active EE | $444 | $2,384-81.4% | $3,919-88.7% | $2,471-82.0% |
| Participant deferral / active EE | $3,378 | $3,733-9.5% | $5,048-33.1% | $3,740-9.7% |
| Admin fee / account holder | $10,513 | $6,321+66.3% | $8,927+17.8% | $5,306+98.1% |