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 6-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 | $29,438 | $167,484-82.4% | $151,611-80.6% | $134,475-78.1% |
| Participation rate | 86.4% | 88.4%-2.0pp | 87.5%-1.1pp | 81.2%+5.1pp |
| Annual return | -26.69% | 7.80%-34.5pp | 3.33%-30.0pp | 417.96%-444.7pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $16,222 | $8,986+80.5% | $8,363+94.0% | $6,400+153.5% |
| Admin fee / account holder | $5,069 | $13,783-63.2% | $11,616-56.4% | $11,426-55.6% |