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 | $50,166 | $80,812-37.9% | $160,784-68.8% | $82,448-39.2% |
| Participation rate | 72.7% | 66.2%+6.5pp | 77.0%-4.2pp | 68.1%+4.7pp |
| Annual return | 7.81% | 100.59%-92.8pp | 1803.92%-1796.1pp | 41.64%-33.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,204 | $4,335-3.0% | $6,293-33.2% | $4,139+1.6% |
| Admin fee / account holder | $40,879 | $7,695+431.2% | $9,717+320.7% | $7,234+465.1% |