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 | $56,019 | $72,404-22.6% | $110,238-49.2% | $64,186-12.7% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.6%+2.8pp |
| Annual return | -8.87% | -6.29%-2.6pp | 314.74%-323.6pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,421 | $3,469-1.4% | $4,672-26.8% | $3,470-1.4% |
| Admin fee / account holder | $1,480 | $5,664-73.9% | $8,547-82.7% | $4,888-69.7% |