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 6-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 | $202,330 | $81,900+147.0% | $119,609+69.2% | $68,494+195.4% |
| Participation rate | 82.4% | 71.9%+10.5pp | 79.3%+3.1pp | 67.9%+14.5pp |
| Annual return | -21.20% | -23.82%+2.6pp | -14.97%-6.2pp | -7.84%-13.4pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,307 | $4,148+3.8% | $5,602-23.1% | $4,027+7.0% |
| Admin fee / account holder | $36,654 | $6,582+456.9% | $10,323+255.1% | $5,403+578.4% |