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 | $41,987 | $49,922-15.9% | $80,569-47.9% | $75,163-44.1% |
| Participation rate | 74.3% | 55.3%+19.0pp | 67.0%+7.3pp | 67.2%+7.1pp |
| Annual return | 14.00% | 34.69%-20.7pp | 935.43%-921.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $9 | $1,698-99.5% | $2,723-99.7% | $2,670-99.7% |
| Participant deferral / active EE | $3,079 | $2,990+3.0% | $4,447-30.8% | $4,125-25.3% |
| Admin fee / account holder | $9,649 | $3,577+169.8% | $5,377+79.5% | $5,651+70.8% |