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 | $18,931 | $50,958-62.9% | $74,550-74.6% | $64,186-70.5% |
| Participation rate | 70.5% | 61.1%+9.4pp | 69.1%+1.3pp | 69.6%+0.9pp |
| Annual return | -9.24% | -1.86%-7.4pp | 32.53%-41.8pp | 7.63%-16.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,094 | $2,301-9.0% | $3,108-32.6% | $3,470-39.7% |
| Admin fee / account holder | $402 | $4,223-90.5% | $5,060-92.0% | $4,888-91.8% |