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 | $55,144 | $63,861-13.6% | $104,607-47.3% | $79,858-30.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | -3.62% | 21.30%-24.9pp | 340.46%-344.1pp | 31.71%-35.3pp |
| Employer contribution / active EE | $229 | $1,588-85.6% | $2,681-91.5% | $2,471-90.7% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,936 | $4,185+137.4% | $6,473+53.5% | $5,306+87.3% |