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 | $24,977 | $64,707-61.4% | $112,228-77.7% | $68,494-63.5% |
| Participation rate | 79.1% | 67.2%+11.9pp | 75.1%+4.0pp | 67.9%+11.2pp |
| Annual return | -22.53% | -11.40%-11.1pp | 27.45%-50.0pp | -7.84%-14.7pp |
| Employer contribution / active EE | $246 | $2,746-91.0% | $3,635-93.2% | $2,596-90.5% |
| Participant deferral / active EE | $2,394 | $3,565-32.8% | $4,728-49.4% | $4,027-40.6% |
| Admin fee / account holder | $5,124 | $5,232-2.1% | $6,410-20.1% | $5,403-5.2% |