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 5-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 | $135,582 | $81,900+65.5% | $119,609+13.4% | $68,494+97.9% |
| Participation rate | 72.5% | 71.9%+0.7pp | 79.3%-6.7pp | 67.9%+4.7pp |
| Annual return | -19.11% | -23.82%+4.7pp | -14.97%-4.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $415 | $2,693-84.6% | $4,232-90.2% | $2,596-84.0% |
| Participant deferral / active EE | $3,238 | $4,148-21.9% | $5,602-42.2% | $4,027-19.6% |
| Admin fee / account holder | $3,573 | $6,582-45.7% | $10,323-65.4% | $5,403-33.9% |