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 | $23,768 | $73,004-67.4% | $90,749-73.8% | $68,494-65.3% |
| Participation rate | 77.2% | 70.8%+6.3pp | 75.7%+1.5pp | 67.9%+9.3pp |
| Annual return | -20.19% | -13.81%-6.4pp | -12.16%-8.0pp | -7.84%-12.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,391 | $3,627-34.1% | $4,564-47.6% | $4,027-40.6% |
| Admin fee / account holder | $509 | $5,896-91.4% | $8,445-94.0% | $5,403-90.6% |