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 | $50,382 | $98,750-49.0% | $149,696-66.3% | $79,858-36.9% |
| Participation rate | 89.6% | 75.8%+13.8pp | 82.5%+7.1pp | 69.6%+19.9pp |
| Annual return | -8.17% | 27.43%-35.6pp | 276.60%-284.8pp | 31.71%-39.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,343 | $5,680+117.3% | $6,842+80.4% | $3,740+230.0% |
| Admin fee / account holder | $6,188 | $6,053+2.2% | $9,309-33.5% | $5,306+16.6% |