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 9-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 | $22,000 | $42,383-48.1% | $76,523-71.3% | $64,186-65.7% |
| Participation rate | 87.9% | 58.1%+29.8pp | 68.0%+19.9pp | 69.6%+18.4pp |
| Annual return | -10.51% | -16.54%+6.0pp | -0.27%-10.2pp | 7.63%-18.1pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,841 | $2,566+127.6% | $3,835+52.3% | $3,470+68.3% |
| Admin fee / account holder | $334 | $3,198-89.6% | $4,848-93.1% | $4,888-93.2% |