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 | $28,650 | $80,968-64.6% | $96,544-70.3% | $75,163-61.9% |
| Participation rate | 73.4% | 71.8%+1.7pp | 76.0%-2.5pp | 67.2%+6.2pp |
| Annual return | -5.64% | 27.06%-32.7pp | 25.84%-31.5pp | 160.62%-166.3pp |
| Employer contribution / active EE | $3 | $2,282-99.9% | $2,965-99.9% | $2,670-99.9% |
| Participant deferral / active EE | $2,947 | $3,928-25.0% | $4,851-39.2% | $4,125-28.6% |
| Admin fee / account holder | $3,211 | $6,724-52.3% | $8,252-61.1% | $5,651-43.2% |