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 | $45,746 | $82,664-44.7% | $125,339-63.5% | $68,494-33.2% |
| Participation rate | 89.6% | 75.0%+14.5pp | 82.4%+7.2pp | 67.9%+21.7pp |
| Annual return | -21.10% | -5.97%-15.1pp | 572.05%-593.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $673 | $3,381-80.1% | $4,814-86.0% | $2,596-74.1% |
| Participant deferral / active EE | $4,529 | $6,110-25.9% | $7,446-39.2% | $4,027+12.5% |
| Admin fee / account holder | $692 | $6,275-89.0% | $10,010-93.1% | $5,403-87.2% |