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 | $96,402 | $85,202+13.1% | $172,739-44.2% | $72,985+32.1% |
| Participation rate | 94.3% | 70.1%+24.2pp | 82.6%+11.6pp | 69.5%+24.8pp |
| Annual return | -0.50% | 27.32%-27.8pp | 802.84%-803.3pp | 81.00%-81.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,087 | $3,260+25.4% | $5,198-21.4% | $3,607+13.3% |
| Admin fee / account holder | $23,755 | $5,884+303.7% | $13,954+70.2% | $5,124+363.6% |