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 | $12,355 | $42,894-71.2% | $60,874-79.7% | $68,494-82.0% |
| Participation rate | 85.0% | 66.8%+18.2pp | 73.1%+11.9pp | 67.9%+17.1pp |
| Annual return | -22.26% | -13.98%-8.3pp | 16.90%-39.2pp | -7.84%-14.4pp |
| Employer contribution / active EE | $225 | $1,978-88.6% | $2,701-91.7% | $2,596-91.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $501 | $3,101-83.9% | $3,224-84.5% | $5,403-90.7% |