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 | $52,208 | $104,907-50.2% | $84,611-38.3% | $152,861-65.8% |
| Participation rate | 72.2% | 74.8%-2.6pp | 68.2%+4.0pp | 82.4%-10.2pp |
| Annual return | 6.91% | 373.79%-366.9pp | 258.74%-251.8pp | 345.32%-338.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,479 | $4,688-47.1% | $3,899-36.4% | $5,850-57.6% |
| Admin fee / account holder | $8,317 | $6,241+33.3% | $4,912+69.3% | $11,596-28.3% |