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 | $233,855 | $81,900+185.5% | $119,609+95.5% | $68,494+241.4% |
| Participation rate | 73.5% | 71.9%+1.6pp | 79.3%-5.7pp | 67.9%+5.6pp |
| Annual return | -19.55% | -23.82%+4.3pp | -14.97%-4.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,992 | $4,148+20.4% | $5,602-10.9% | $4,027+24.0% |
| Admin fee / account holder | $22,382 | $6,582+240.1% | $10,323+116.8% | $5,403+314.3% |