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 4-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 | $8,203 | $30,400-73.0% | $53,898-84.8% | $84,808-90.3% |
| Participation rate | 85.2% | 46.4%+38.7pp | 55.0%+30.2pp | 68.3%+16.9pp |
| Annual return | -5.35% | 500.19%-505.5pp | 528.60%-533.9pp | 40.90%-46.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,338 | $1,199+95.0% | $1,826+28.0% | $4,212-44.5% |
| Admin fee / account holder | $1,674 | $1,993-16.0% | $2,491-32.8% | $7,344-77.2% |