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 | $16,110 | $60,124-73.2% | $90,404-82.2% | $79,858-79.8% |
| Participation rate | 73.4% | 65.0%+8.5pp | 72.7%+0.8pp | 69.6%+3.8pp |
| Annual return | 9.62% | 71.94%-62.3pp | 1293.02%-1283.4pp | 31.71%-22.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,439 | $2,938-51.0% | $3,963-63.7% | $3,740-61.5% |
| Admin fee / account holder | $3,045 | $3,976-23.4% | $5,611-45.7% | $5,306-42.6% |