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 | $34,625 | $111,301-68.9% | $112,977-69.4% | $158,922-78.2% |
| Participation rate | 85.7% | 83.5%+2.2pp | 82.6%+3.2pp | 82.0%+3.8pp |
| Annual return | -7.04% | 26.40%-33.4pp | 24.24%-31.3pp | 302.83%-309.9pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $4,255-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,347 | $5,880-60.1% | $5,836-59.8% | $5,982-60.8% |
| Admin fee / account holder | $5,358 | $8,392-36.1% | $6,294-14.9% | $11,246-52.4% |