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 | $51,688 | $59,101-12.5% | $77,163-33.0% | $75,163-31.2% |
| Participation rate | 89.5% | 63.9%+25.6pp | 69.6%+19.9pp | 67.2%+22.3pp |
| Annual return | 12.20% | 26.71%-14.5pp | 37.87%-25.7pp | 160.62%-148.4pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,859 | $2,999+95.4% | $3,833+52.9% | $4,125+42.0% |
| Admin fee / account holder | $16,532 | $4,774+246.3% | $5,472+202.1% | $5,651+192.6% |