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 | $59,905 | $54,350+10.2% | $82,719-27.6% | $68,494-12.5% |
| Participation rate | 71.9% | 63.9%+8.0pp | 72.6%-0.7pp | 67.9%+4.0pp |
| Annual return | -24.20% | -13.67%-10.5pp | 701.18%-725.4pp | -7.84%-16.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,346 | $3,246-27.7% | $4,395-46.6% | $4,027-41.7% |
| Admin fee / account holder | $4,695 | $4,395+6.8% | $5,329-11.9% | $5,403-13.1% |