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 | $36,560 | $60,124-39.2% | $90,404-59.6% | $79,858-54.2% |
| Participation rate | 72.1% | 65.0%+7.1pp | 72.7%-0.6pp | 69.6%+2.4pp |
| Annual return | 6.94% | 71.94%-65.0pp | 1293.02%-1286.1pp | 31.71%-24.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,146 | $2,938+7.1% | $3,963-20.6% | $3,740-15.9% |
| Admin fee / account holder | $4,630 | $3,976+16.4% | $5,611-17.5% | $5,306-12.8% |