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 | $51,797 | $60,124-13.9% | $90,404-42.7% | $79,858-35.1% |
| Participation rate | 91.9% | 65.0%+27.0pp | 72.7%+19.3pp | 69.6%+22.3pp |
| Annual return | 7.01% | 71.94%-64.9pp | 1293.02%-1286.0pp | 31.71%-24.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,454 | $2,938+17.6% | $3,963-12.8% | $3,740-7.6% |
| Admin fee / account holder | $12,377 | $3,976+211.3% | $5,611+120.6% | $5,306+133.3% |