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 | $144,452 | $81,900+76.4% | $119,609+20.8% | $68,494+110.9% |
| Participation rate | 79.7% | 71.9%+7.8pp | 79.3%+0.4pp | 67.9%+11.8pp |
| Annual return | -21.78% | -23.82%+2.0pp | -14.97%-6.8pp | -7.84%-13.9pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,825 | $4,148+40.4% | $5,602+4.0% | $4,027+44.6% |
| Admin fee / account holder | $20,568 | $6,582+212.5% | $10,323+99.2% | $5,403+280.7% |