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 | $102,285 | $162,781-37.2% | $133,956-23.6% | $158,922-35.6% |
| Participation rate | 90.5% | 83.2%+7.3pp | 79.8%+10.6pp | 82.0%+8.5pp |
| Annual return | -0.18% | 41.94%-42.1pp | 45.09%-45.3pp | 302.83%-303.0pp |
| Employer contribution / active EE | $546 | $4,975-89.0% | $3,919-86.1% | $4,761-88.5% |
| Participant deferral / active EE | $3,753 | $5,911-36.5% | $5,048-25.6% | $5,982-37.3% |
| Admin fee / account holder | $20,061 | $11,736+70.9% | $8,927+124.7% | $11,246+78.4% |