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 | $37,174 | $81,900-54.6% | $119,609-68.9% | $68,494-45.7% |
| Participation rate | 70.5% | 71.9%-1.4pp | 79.3%-8.8pp | 67.9%+2.6pp |
| Annual return | -18.97% | -23.82%+4.9pp | -14.97%-4.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $620 | $2,693-77.0% | $4,232-85.4% | $2,596-76.1% |
| Participant deferral / active EE | $2,856 | $4,148-31.1% | $5,602-49.0% | $4,027-29.1% |
| Admin fee / account holder | $512 | $6,582-92.2% | $10,323-95.0% | $5,403-90.5% |