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 | $54,255 | $73,004-25.7% | $90,749-40.2% | $68,494-20.8% |
| Participation rate | 71.8% | 70.8%+1.0pp | 75.7%-3.9pp | 67.9%+3.9pp |
| Annual return | -18.83% | -13.81%-5.0pp | -12.16%-6.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $294 | $2,193-86.6% | $2,921-89.9% | $2,596-88.7% |
| Participant deferral / active EE | $1,742 | $3,627-52.0% | $4,564-61.8% | $4,027-56.7% |
| Admin fee / account holder | $1,307 | $5,896-77.8% | $8,445-84.5% | $5,403-75.8% |