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 | $46,767 | $35,183+32.9% | $73,545-36.4% | $70,131-33.3% |
| Participation rate | 75.5% | 42.9%+32.6pp | 54.9%+20.6pp | 69.5%+6.0pp |
| Annual return | 12.42% | 26.90%-14.5pp | -15.16%+27.6pp | 73.14%-60.7pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,643 | $1,220+116.7% | $1,806+46.3% | $3,332-20.7% |
| Admin fee / account holder | $7,130 | $2,302+209.7% | $2,320+207.3% | $4,645+53.5% |