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 | $34,447 | $60,124-42.7% | $90,404-61.9% | $79,858-56.9% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 6.39% | 71.94%-65.5pp | 1293.02%-1286.6pp | 31.71%-25.3pp |
| Employer contribution / active EE | $125 | $2,068-93.9% | $3,262-96.2% | $2,471-94.9% |
| Participant deferral / active EE | $1,192 | $2,938-59.4% | $3,963-69.9% | $3,740-68.1% |
| Admin fee / account holder | $1,432 | $3,976-64.0% | $5,611-74.5% | $5,306-73.0% |