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 6-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 | $34,587 | $84,696-59.2% | $75,696-54.3% | $167,490-79.3% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.8%+9.4pp | 82.1%+2.1pp |
| Annual return | 6.39% | 199.36%-193.0pp | 104.53%-98.1pp | 478.56%-472.2pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,730 | $4,580-62.2% | $3,821-54.7% | $6,341-72.7% |
| Admin fee / account holder | $1,844 | $5,355-65.6% | $3,619-49.0% | $12,309-85.0% |