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 | $29,103 | $76,552-62.0% | $123,892-76.5% | $62,891-53.7% |
| Participation rate | 83.6% | 73.0%+10.6pp | 81.4%+2.2pp | 69.3%+14.3pp |
| Annual return | -22.90% | 18.68%-41.6pp | 47.52%-70.4pp | 20.14%-43.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,082 | $4,840+67.0% | $5,984+35.0% | $3,203+152.3% |
| Admin fee / account holder | $1,964 | $4,826-59.3% | $8,357-76.5% | $4,296-54.3% |