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 | $20,508 | $167,307-87.7% | $143,757-85.7% | $134,475-84.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -26.07% | 0.46%-26.5pp | -0.04%-26.0pp | 417.96%-444.0pp |
| Employer contribution / active EE | $610 | $5,619-89.1% | $4,951-87.7% | $4,740-87.1% |
| Participant deferral / active EE | $3,239 | $6,446-49.7% | $5,637-42.5% | $6,400-49.4% |
| Admin fee / account holder | $2,251 | $18,088-87.6% | $14,673-84.7% | $11,426-80.3% |