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 | $63,766 | $226,064-71.8% | $182,532-65.1% | $152,861-58.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | -5.62% | 192.51%-198.1pp | 148.54%-154.2pp | 345.32%-350.9pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,846 | $6,368-55.3% | $5,524-48.5% | $5,850-51.4% |
| Admin fee / account holder | $446 | $10,703-95.8% | $8,592-94.8% | $11,596-96.2% |