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 6-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 | $14,974 | $117,690-87.3% | $71,735-79.1% | $134,475-88.9% |
| Participation rate | 80.0% | 68.8%+11.2pp | 62.3%+17.7pp | 81.2%-1.2pp |
| Annual return | -28.74% | 25.44%-54.2pp | 9.14%-37.9pp | 417.96%-446.7pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,518 | $3,759+100.0% | $2,658+182.9% | $6,400+17.5% |
| Admin fee / account holder | $1,258 | $6,379-80.3% | $3,974-68.3% | $11,426-89.0% |