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 | $36,796 | $127,386-71.1% | $115,037-68.0% | $125,391-70.7% |
| Participation rate | 82.4% | 84.2%-1.8pp | 81.4%+1.0pp | 83.2%-0.8pp |
| Annual return | -11.53% | 31.28%-42.8pp | 26.14%-37.7pp | 282.22%-293.8pp |
| Employer contribution / active EE | $750 | $5,166-85.5% | $4,608-83.7% | $4,866-84.6% |
| Participant deferral / active EE | $12,362 | $6,423+92.5% | $6,026+105.1% | $5,352+131.0% |
| Admin fee / account holder | $4,967 | $9,516-47.8% | $8,175-39.2% | $9,540-47.9% |