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 | $80,866 | $110,257-26.7% | $96,544-16.2% | $139,434-42.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | -8.68% | 26.32%-35.0pp | 25.84%-34.5pp | 372.94%-381.6pp |
| Employer contribution / active EE | $241 | $3,620-93.3% | $2,965-91.9% | $4,751-94.9% |
| Participant deferral / active EE | $2,600 | $5,548-53.1% | $4,851-46.4% | $6,710-61.3% |
| Admin fee / account holder | $942 | $11,591-91.9% | $8,252-88.6% | $11,403-91.7% |