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 | $75,284 | $81,900-8.1% | $119,609-37.1% | $68,494+9.9% |
| Participation rate | 70.4% | 71.9%-1.5pp | 79.3%-8.9pp | 67.9%+2.5pp |
| Annual return | -19.36% | -23.82%+4.5pp | -14.97%-4.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $396 | $2,693-85.3% | $4,232-90.7% | $2,596-84.8% |
| Participant deferral / active EE | $8,287 | $4,148+99.8% | $5,602+47.9% | $4,027+105.8% |
| Admin fee / account holder | $9,449 | $6,582+43.6% | $10,323-8.5% | $5,403+74.9% |