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 | $43,764 | $106,515-58.9% | $96,683-54.7% | $139,434-68.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 10.31% | 38.43%-28.1pp | 35.69%-25.4pp | 372.94%-362.6pp |
| Employer contribution / active EE | $731 | $4,103-82.2% | $3,737-80.4% | $4,751-84.6% |
| Participant deferral / active EE | $3,482 | $5,454-36.2% | $4,878-28.6% | $6,710-48.1% |
| Admin fee / account holder | $26,140 | $7,877+231.9% | $6,730+288.4% | $11,403+129.2% |