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 9-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 | $62,786 | $197,825-68.3% | $155,790-59.7% | $125,391-49.9% |
| Participation rate | 72.7% | 82.1%-9.4pp | 76.1%-3.4pp | 83.2%-10.5pp |
| Annual return | -4.35% | 86.74%-91.1pp | 71.54%-75.9pp | 282.22%-286.6pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,091 | $5,630-80.6% | $4,797-77.3% | $5,352-79.6% |
| Admin fee / account holder | $746 | $9,545-92.2% | $7,478-90.0% | $9,540-92.2% |