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 | $65,484 | $78,422-16.5% | $95,952-31.8% | $79,858-18.0% |
| Participation rate | 70.4% | 73.5%-3.1pp | 77.1%-6.7pp | 69.6%+0.7pp |
| Annual return | -13.10% | 19.37%-32.5pp | 91.61%-104.7pp | 31.71%-44.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,436 | $3,440+58.0% | $4,167+30.5% | $3,740+45.3% |
| Admin fee / account holder | $915 | $5,622-83.7% | $6,795-86.5% | $5,306-82.8% |