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 | $110,727 | $82,664+33.9% | $125,339-11.7% | $68,494+61.7% |
| Participation rate | 88.5% | 75.0%+13.5pp | 82.4%+6.2pp | 67.9%+20.6pp |
| Annual return | -26.30% | -5.97%-20.3pp | 572.05%-598.4pp | -7.84%-18.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $16,856 | $6,110+175.8% | $7,446+126.4% | $4,027+318.5% |
| Admin fee / account holder | $3,633 | $6,275-42.1% | $10,010-63.7% | $5,403-32.8% |