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 6-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 | $52,081 | $177,572-70.7% | $154,803-66.4% | $142,382-63.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -56.80% | 65.07%-121.9pp | 58.88%-115.7pp | 217.08%-273.9pp |
| Employer contribution / active EE | $847 | $4,810-82.4% | $4,305-80.3% | $4,299-80.3% |
| Participant deferral / active EE | $7,953 | $6,272+26.8% | $5,540+43.5% | $6,507+22.2% |
| Admin fee / account holder | $6,097 | $16,786-63.7% | $14,329-57.5% | $12,624-51.7% |