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 | $36,898 | $70,669-47.8% | $169,368-78.2% | $75,163-50.9% |
| Participation rate | 70.5% | 64.8%+5.7pp | 77.1%-6.7pp | 67.2%+3.3pp |
| Annual return | 13.07% | 36.36%-23.3pp | 405.60%-392.5pp | 160.62%-147.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,599 | $4,311+6.7% | $6,221-26.1% | $4,125+11.5% |
| Admin fee / account holder | $4,473 | $5,402-17.2% | $9,003-50.3% | $5,651-20.8% |