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 | $25,353 | $42,894-40.9% | $60,874-58.4% | $68,494-63.0% |
| Participation rate | 96.9% | 66.8%+30.1pp | 73.1%+23.8pp | 67.9%+29.0pp |
| Annual return | -22.36% | -13.98%-8.4pp | 16.90%-39.3pp | -7.84%-14.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,671 | $2,867+28.1% | $3,817-3.8% | $4,027-8.8% |
| Admin fee / account holder | $4,124 | $3,101+33.0% | $3,224+27.9% | $5,403-23.7% |