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 | $38,609 | $77,813-50.4% | $123,544-68.7% | $64,186-39.8% |
| Participation rate | 76.5% | 74.7%+1.8pp | 82.3%-5.8pp | 69.6%+6.9pp |
| Annual return | -8.57% | 12.48%-21.1pp | 119.20%-127.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,346 | $5,240-17.1% | $6,426-32.4% | $3,470+25.3% |
| Admin fee / account holder | $2,200 | $5,519-60.1% | $9,284-76.3% | $4,888-55.0% |