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 | $44,396 | $79,171-43.9% | $102,423-56.7% | $74,495-40.4% |
| Participation rate | 87.6% | 74.8%+12.8pp | 76.5%+11.1pp | 67.2%+20.4pp |
| Annual return | 11.11% | 54.93%-43.8pp | 29.32%-18.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $662 | $2,362-72.0% | $3,023-78.1% | $2,623-74.8% |
| Participant deferral / active EE | $3,571 | $4,415-19.1% | $5,053-29.3% | $4,346-17.8% |
| Admin fee / account holder | $3,484 | $2,001+74.2% | $9,451-63.1% | $1,942+79.4% |