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 | $82,079 | $43,723+87.7% | $121,196-32.3% | $64,186+27.9% |
| Participation rate | 96.3% | 58.3%+38.0pp | 71.7%+24.5pp | 69.6%+26.7pp |
| Annual return | -8.31% | 68.91%-77.2pp | 16.93%-25.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,508 | $2,280+10.0% | $3,344-25.0% | $3,470-27.7% |
| Admin fee / account holder | $1,861 | $3,501-46.8% | $5,019-62.9% | $4,888-61.9% |