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 | $31,132 | $85,022-63.4% | $70,515-55.9% | $139,434-77.7% |
| Participation rate | 77.8% | 73.9%+3.9pp | 68.3%+9.4pp | 80.3%-2.5pp |
| Annual return | 6.14% | 30.38%-24.2pp | 32.77%-26.6pp | 372.94%-366.8pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,764 | $5,890-70.1% | $4,567-61.4% | $6,710-73.7% |
| Admin fee / account holder | $303 | $8,906-96.6% | $6,412-95.3% | $11,403-97.3% |