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 | $47,259 | $82,664-42.8% | $125,339-62.3% | $68,494-31.0% |
| Participation rate | 82.9% | 75.0%+7.9pp | 82.4%+0.5pp | 67.9%+15.0pp |
| Annual return | -21.33% | -5.97%-15.4pp | 572.05%-593.4pp | -7.84%-13.5pp |
| Employer contribution / active EE | $425 | $3,381-87.4% | $4,814-91.2% | $2,596-83.6% |
| Participant deferral / active EE | $2,940 | $6,110-51.9% | $7,446-60.5% | $4,027-27.0% |
| Admin fee / account holder | $2,393 | $6,275-61.9% | $10,010-76.1% | $5,403-55.7% |