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 | $109,546 | $105,860+3.5% | $90,749+20.7% | $134,475-18.5% |
| Participation rate | 89.5% | 78.2%+11.2pp | 75.7%+13.8pp | 81.2%+8.3pp |
| Annual return | -22.72% | -11.01%-11.7pp | -12.16%-10.6pp | 417.96%-440.7pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,168 | $5,216-58.4% | $4,564-52.5% | $6,400-66.1% |
| Admin fee / account holder | $6,611 | $13,938-52.6% | $8,445-21.7% | $11,426-42.1% |