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 | $25,589 | $60,124-57.4% | $90,404-71.7% | $79,858-68.0% |
| Participation rate | 82.4% | 65.0%+17.4pp | 72.7%+9.7pp | 69.6%+12.7pp |
| Annual return | 2.44% | 71.94%-69.5pp | 1293.02%-1290.6pp | 31.71%-29.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,716 | $2,938-41.6% | $3,963-56.7% | $3,740-54.1% |
| Admin fee / account holder | $11,871 | $3,976+198.5% | $5,611+111.6% | $5,306+123.7% |