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 | $22,482 | $69,515-67.7% | $86,874-74.1% | $85,850-73.8% |
| Participation rate | 72.2% | 66.3%+5.9pp | 71.6%+0.6pp | 69.3%+2.9pp |
| Annual return | 10.91% | 20.12%-9.2pp | 63.52%-52.6pp | 318.53%-307.6pp |
| Employer contribution / active EE | $205 | $1,880-89.1% | $2,495-91.8% | $2,565-92.0% |
| Participant deferral / active EE | $2,198 | $2,919-24.7% | $3,699-40.6% | $3,952-44.4% |
| Admin fee / account holder | $6,929 | $5,972+16.0% | $5,828+18.9% | $6,260+10.7% |