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 | $85,509 | $82,664+3.4% | $125,339-31.8% | $68,494+24.8% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -36.18% | -5.97%-30.2pp | 572.05%-608.2pp | -7.84%-28.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,926 | $6,110+95.2% | $7,446+60.2% | $4,027+196.1% |
| Admin fee / account holder | $3,642 | $6,275-42.0% | $10,010-63.6% | $5,403-32.6% |