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 | $41,100 | $91,190-54.9% | $178,490-77.0% | $79,858-48.5% |
| Participation rate | 72.5% | 69.2%+3.3pp | 81.9%-9.4pp | 69.6%+2.9pp |
| Annual return | 9.43% | 24.19%-14.8pp | 151.07%-141.6pp | 31.71%-22.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,141 | $3,236-33.9% | $5,202-58.8% | $3,740-42.8% |
| Admin fee / account holder | $4,091 | $6,751-39.4% | $13,984-70.7% | $5,306-22.9% |