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 | $136,091 | $54,229+151.0% | $70,092+94.2% | $68,494+98.7% |
| Participation rate | 72.5% | 64.5%+8.0pp | 70.5%+2.0pp | 67.9%+4.6pp |
| Annual return | -23.14% | -13.87%-9.3pp | 190.73%-213.9pp | -7.84%-15.3pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,495 | $2,956+52.1% | $3,849+16.8% | $4,027+11.6% |
| Admin fee / account holder | $3,590 | $4,694-23.5% | $6,267-42.7% | $5,403-33.5% |