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 | $60,812 | $110,094-44.8% | $151,611-59.9% | $68,494-11.2% |
| Participation rate | 79.4% | 84.0%-4.5pp | 87.5%-8.1pp | 67.9%+11.5pp |
| Annual return | -22.99% | -10.12%-12.9pp | 3.33%-26.3pp | -7.84%-15.1pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,773 | $6,527-26.9% | $8,363-42.9% | $4,027+18.5% |
| Admin fee / account holder | $471 | $7,719-93.9% | $11,616-95.9% | $5,403-91.3% |