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 | $62,864 | $71,883-12.5% | $86,677-27.5% | $68,494-8.2% |
| Participation rate | 88.7% | 72.2%+16.5pp | 76.6%+12.1pp | 67.9%+20.8pp |
| Annual return | -18.91% | 3.52%-22.4pp | 35.91%-54.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,425 | $3,779-9.4% | $4,656-26.4% | $4,027-14.9% |
| Admin fee / account holder | $4,487 | $6,112-26.6% | $7,493-40.1% | $5,403-16.9% |