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 | $96,917 | $82,664+17.2% | $125,339-22.7% | $68,494+41.5% |
| Participation rate | 77.4% | 75.0%+2.4pp | 82.4%-5.0pp | 67.9%+9.5pp |
| Annual return | -22.08% | -5.97%-16.1pp | 572.05%-594.1pp | -7.84%-14.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,897 | $6,110-19.9% | $7,446-34.2% | $4,027+21.6% |
| Admin fee / account holder | $29,738 | $6,275+373.9% | $10,010+197.1% | $5,403+450.4% |