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 | $134,863 | $88,707+52.0% | $74,183+81.8% | $273,961-50.8% |
| Participation rate | 78.9% | 79.4%-0.5pp | 76.6%+2.3pp | 83.0%-4.1pp |
| Annual return | -4.26% | 11.94%-16.2pp | 17.74%-22.0pp | 41.45%-45.7pp |
| Employer contribution / active EE | $398 | $3,159-87.4% | $2,370-83.2% | $4,869-91.8% |
| Participant deferral / active EE | $4,455 | $4,212+5.8% | $3,550+25.5% | $5,287-15.7% |
| Admin fee / account holder | $1,961 | $8,717-77.5% | $5,586-64.9% | $10,132-80.6% |