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 | $13,348 | $76,000-82.4% | $154,107-91.3% | $64,186-79.2% |
| Participation rate | 77.0% | 70.4%+6.6pp | 83.0%-6.0pp | 69.6%+7.5pp |
| Annual return | -10.46% | 30.32%-40.8pp | 735.12%-745.6pp | 7.63%-18.1pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,490 | $3,175-53.1% | $5,081-70.7% | $3,470-57.0% |
| Admin fee / account holder | $1,555 | $5,596-72.2% | $13,411-88.4% | $4,888-68.2% |