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 | $54,122 | $81,208-33.4% | $98,907-45.3% | $79,858-32.2% |
| Participation rate | 89.4% | 72.5%+16.9pp | 76.0%+13.3pp | 69.6%+19.7pp |
| Annual return | 3.77% | 60.99%-57.2pp | 196.43%-192.7pp | 31.71%-27.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,907 | $3,265-41.6% | $4,244-55.1% | $3,740-49.0% |
| Admin fee / account holder | $681 | $6,013-88.7% | $6,642-89.7% | $5,306-87.2% |