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 5-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 | $61,936 | $82,664-25.1% | $125,339-50.6% | $68,494-9.6% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -20.71% | -5.97%-14.7pp | 572.05%-592.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $368 | $3,381-89.1% | $4,814-92.4% | $2,596-85.8% |
| Participant deferral / active EE | $14,107 | $6,110+130.9% | $7,446+89.4% | $4,027+250.3% |
| Admin fee / account holder | $4,705 | $6,275-25.0% | $10,010-53.0% | $5,403-12.9% |