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 | $42,197 | $66,402-36.5% | $109,895-61.6% | $85,850-50.8% |
| Participation rate | 82.4% | 63.9%+18.5pp | 74.2%+8.1pp | 69.3%+13.0pp |
| Annual return | 8.96% | 19.59%-10.6pp | 29.45%-20.5pp | 318.53%-309.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,319 | $2,842-18.4% | $4,048-42.7% | $3,952-41.3% |
| Admin fee / account holder | $14,277 | $4,557+213.3% | $6,066+135.4% | $6,260+128.1% |