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 9-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 | $29,642 | $69,207-57.2% | $64,056-53.7% | $139,434-78.7% |
| Participation rate | 78.6% | 75.6%+3.0pp | 72.3%+6.3pp | 80.3%-1.7pp |
| Annual return | 4.48% | 45.88%-41.4pp | 33.69%-29.2pp | 372.94%-368.5pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,116 | $4,682-54.8% | $3,880-45.5% | $6,710-68.5% |
| Admin fee / account holder | $33,668 | $4,244+693.3% | $3,068+997.3% | $11,403+195.3% |