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 | $24,734 | $109,817-77.5% | $98,442-74.9% | $167,490-85.2% |
| Participation rate | 73.9% | 75.8%-1.9pp | 73.3%+0.6pp | 82.1%-8.2pp |
| Annual return | 7.26% | 1956.69%-1949.4pp | 1492.73%-1485.5pp | 478.56%-471.3pp |
| Employer contribution / active EE | -$16 | $3,224-100.5% | $2,960-100.6% | $4,837-100.3% |
| Participant deferral / active EE | $1,005 | $4,673-78.5% | $4,276-76.5% | $6,341-84.1% |
| Admin fee / account holder | $8,573 | $6,753+27.0% | $5,949+44.1% | $12,309-30.4% |