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 | $15,143 | $97,044-84.4% | $83,333-81.8% | $135,375-88.8% |
| Participation rate | 90.0% | 80.4%+9.6pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | -9.72% | 12.31%-22.0pp | 10.63%-20.4pp | 519.73%-529.5pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,287 | $5,964-44.9% | $5,565-40.9% | $5,609-41.4% |
| Admin fee / account holder | $734 | $8,380-91.2% | $7,510-90.2% | $10,827-93.2% |