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 | $36,553 | $56,484-35.3% | $169,463-78.4% | $64,186-43.1% |
| Participation rate | 87.2% | 64.5%+22.6pp | 77.8%+9.4pp | 69.6%+17.6pp |
| Annual return | -10.06% | -1.55%-8.5pp | 1.83%-11.9pp | 7.63%-17.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,655 | $3,448+35.0% | $5,277-11.8% | $3,470+34.2% |
| Admin fee / account holder | $7,618 | $4,174+82.5% | $9,109-16.4% | $4,888+55.9% |