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 | $28,068 | $82,664-66.0% | $125,339-77.6% | $68,494-59.0% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | -19.46% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,086 | $6,110-49.5% | $7,446-58.6% | $4,027-23.4% |
| Admin fee / account holder | $1,403 | $6,275-77.6% | $10,010-86.0% | $5,403-74.0% |