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 | $41,814 | $82,664-49.4% | $125,339-66.6% | $68,494-39.0% |
| Participation rate | 71.7% | 75.0%-3.3pp | 82.4%-10.6pp | 67.9%+3.9pp |
| Annual return | -20.91% | -5.97%-14.9pp | 572.05%-593.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,726 | $6,110-39.0% | $7,446-50.0% | $4,027-7.5% |
| Admin fee / account holder | $1,706 | $6,275-72.8% | $10,010-83.0% | $5,403-68.4% |