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 | $46,639 | $114,381-59.2% | $107,525-56.6% | $142,382-67.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -4.50% | 242.71%-247.2pp | 181.32%-185.8pp | 217.08%-221.6pp |
| Employer contribution / active EE | $267 | $4,015-93.4% | $3,754-92.9% | $4,299-93.8% |
| Participant deferral / active EE | $6,816 | $5,564+22.5% | $5,116+33.2% | $6,507+4.7% |
| Admin fee / account holder | $565 | $9,860-94.3% | $8,919-93.7% | $12,624-95.5% |