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 | $129,494 | $81,900+58.1% | $119,609+8.3% | $68,494+89.1% |
| Participation rate | 76.8% | 71.9%+4.9pp | 79.3%-2.5pp | 67.9%+8.9pp |
| Annual return | -42.13% | -23.82%-18.3pp | -14.97%-27.2pp | -7.84%-34.3pp |
| Employer contribution / active EE | $672 | $2,693-75.0% | $4,232-84.1% | $2,596-74.1% |
| Participant deferral / active EE | $6,714 | $4,148+61.9% | $5,602+19.8% | $4,027+66.7% |
| Admin fee / account holder | $1,318 | $6,582-80.0% | $10,323-87.2% | $5,403-75.6% |