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 | $195,809 | $83,337+135.0% | $67,834+188.7% | $273,961-28.5% |
| Participation rate | 78.6% | 76.4%+2.1pp | 68.8%+9.8pp | 83.0%-4.4pp |
| Annual return | -1.57% | 259.45%-261.0pp | 138.47%-140.0pp | 41.45%-43.0pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,541 | $4,088+60.0% | $3,160+107.0% | $5,287+23.7% |
| Admin fee / account holder | $2,993 | $6,752-55.7% | $4,622-35.2% | $10,132-70.5% |