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 | $56,100 | $167,307-66.5% | $143,757-61.0% | $134,475-58.3% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -22.96% | 0.46%-23.4pp | -0.04%-22.9pp | 417.96%-440.9pp |
| Employer contribution / active EE | $780 | $5,619-86.1% | $4,951-84.3% | $4,740-83.5% |
| Participant deferral / active EE | $5,189 | $6,446-19.5% | $5,637-8.0% | $6,400-18.9% |
| Admin fee / account holder | $579 | $18,088-96.8% | $14,673-96.1% | $11,426-94.9% |