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 | $32,186 | $102,317-68.5% | $146,958-78.1% | $80,856-60.2% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.2%-1.6pp | 67.6%+13.0pp |
| Annual return | 9.00% | 134.76%-125.8pp | 418.34%-409.3pp | 35.59%-26.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,279 | $6,644-50.7% | $8,070-59.4% | $4,296-23.7% |
| Admin fee / account holder | $10,520 | $7,941+32.5% | $12,998-19.1% | $6,918+52.1% |