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 7-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 | $16,810 | $133,958-87.5% | $112,228-85.0% | $134,475-87.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -21.51% | 47.11%-68.6pp | 27.45%-49.0pp | 417.96%-439.5pp |
| Employer contribution / active EE | $282 | $4,038-93.0% | $3,635-92.3% | $4,740-94.1% |
| Participant deferral / active EE | $2,573 | $5,291-51.4% | $4,728-45.6% | $6,400-59.8% |
| Admin fee / account holder | $1,609 | $7,489-78.5% | $6,410-74.9% | $11,426-85.9% |