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 | $68,515 | $82,664-17.1% | $125,339-45.3% | $68,4940% |
| Participation rate | 71.1% | 75.0%-4.0pp | 82.4%-11.3pp | 67.9%+3.2pp |
| Annual return | -19.98% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $650 | $3,381-80.8% | $4,814-86.5% | $2,596-75.0% |
| Participant deferral / active EE | $3,669 | $6,110-40.0% | $7,446-50.7% | $4,027-8.9% |
| Admin fee / account holder | $3,370 | $6,275-46.3% | $10,010-66.3% | $5,403-37.6% |