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 | $176,476 | $81,900+115.5% | $119,609+47.5% | $68,494+157.7% |
| Participation rate | 85.4% | 71.9%+13.5pp | 79.3%+6.1pp | 67.9%+17.5pp |
| Annual return | -18.85% | -23.82%+5.0pp | -14.97%-3.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,097 | $4,148+95.2% | $5,602+44.5% | $4,027+101.1% |
| Admin fee / account holder | $21,525 | $6,582+227.0% | $10,323+108.5% | $5,403+298.4% |