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 | $34,565 | $64,707-46.6% | $112,228-69.2% | $68,494-49.5% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -19.62% | -11.40%-8.2pp | 27.45%-47.1pp | -7.84%-11.8pp |
| Employer contribution / active EE | $687 | $2,746-75.0% | $3,635-81.1% | $2,596-73.5% |
| Participant deferral / active EE | $5,287 | $3,565+48.3% | $4,728+11.8% | $4,027+31.3% |
| Admin fee / account holder | $1,105 | $5,232-78.9% | $6,410-82.8% | $5,403-79.6% |