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 | $46,053 | $80,717-42.9% | $154,803-70.3% | $84,808-45.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | -43.30% | 37.96%-81.3pp | 58.88%-102.2pp | 40.90%-84.2pp |
| Employer contribution / active EE | -$1,477 | $2,761-153.5% | $4,305-134.3% | $2,631-156.1% |
| Participant deferral / active EE | $5,144 | $3,303+55.7% | $5,540-7.2% | $4,212+22.1% |
| Admin fee / account holder | $316 | $6,746-95.3% | $14,329-97.8% | $7,344-95.7% |