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 | $59,840 | $91,538-34.6% | $129,995-54.0% | $75,163-20.4% |
| Participation rate | 71.4% | 71.4%0pp | 78.5%-7.1pp | 67.2%+4.2pp |
| Annual return | 11.43% | -631.11%+642.5pp | -137.18%+148.6pp | 160.62%-149.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,257 | $4,341-48.0% | $5,820-61.2% | $4,125-45.3% |
| Admin fee / account holder | $955 | $6,790-85.9% | $10,614-91.0% | $5,651-83.1% |