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 | $123,448 | $64,707+90.8% | $112,228+10.0% | $68,494+80.2% |
| Participation rate | 86.5% | 67.2%+19.3pp | 75.1%+11.4pp | 67.9%+18.6pp |
| Annual return | -20.10% | -11.40%-8.7pp | 27.45%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,667 | $3,565-53.2% | $4,728-64.7% | $4,027-58.6% |
| Admin fee / account holder | $7,124 | $5,232+36.2% | $6,410+11.1% | $5,403+31.9% |