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 7-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 | $39,147 | $58,694-33.3% | $142,863-72.6% | $85,850-54.4% |
| Participation rate | 80.8% | 58.5%+22.3pp | 71.9%+8.8pp | 69.3%+11.5pp |
| Annual return | 11.60% | 27.72%-16.1pp | 5637.54%-5625.9pp | 318.53%-306.9pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,679 | $2,607+79.5% | $3,837+21.9% | $3,952+18.4% |
| Admin fee / account holder | $2,795 | $4,239-34.1% | $6,560-57.4% | $6,260-55.4% |