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 | $42,535 | $167,307-74.6% | $143,757-70.4% | $134,475-68.4% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -20.14% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $939 | $5,619-83.3% | $4,951-81.0% | $4,740-80.2% |
| Participant deferral / active EE | $4,982 | $6,446-22.7% | $5,637-11.6% | $6,400-22.1% |
| Admin fee / account holder | $1,065 | $18,088-94.1% | $14,673-92.7% | $11,426-90.7% |