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 | $46,492 | $81,900-43.2% | $119,609-61.1% | $68,494-32.1% |
| Participation rate | 97.4% | 71.9%+25.5pp | 79.3%+18.2pp | 67.9%+29.5pp |
| Annual return | -20.22% | -23.82%+3.6pp | -14.97%-5.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $393 | $2,693-85.4% | $4,232-90.7% | $2,596-84.9% |
| Participant deferral / active EE | $2,826 | $4,148-31.9% | $5,602-49.5% | $4,027-29.8% |
| Admin fee / account holder | $2,162 | $6,582-67.1% | $10,323-79.1% | $5,403-60.0% |