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 | $20,582 | $57,354-64.1% | $83,848-75.5% | $64,186-67.9% |
| Participation rate | 81.2% | 68.6%+12.6pp | 76.1%+5.0pp | 69.6%+11.6pp |
| Annual return | -9.64% | 11.38%-21.0pp | 850.88%-860.5pp | 7.63%-17.3pp |
| Employer contribution / active EE | $332 | $2,545-87.0% | $3,631-90.9% | $2,381-86.1% |
| Participant deferral / active EE | $2,321 | $2,993-22.4% | $4,082-43.1% | $3,470-33.1% |
| Admin fee / account holder | $1,596 | $4,046-60.5% | $5,478-70.9% | $4,888-67.3% |