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 | $20,496 | $56,114-63.5% | $96,139-78.7% | $85,850-76.1% |
| Participation rate | 89.1% | 56.7%+32.3pp | 68.4%+20.6pp | 69.3%+19.7pp |
| Annual return | 9.50% | 42.30%-32.8pp | 191.94%-182.4pp | 318.53%-309.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,134 | $2,859-25.4% | $4,349-50.9% | $3,952-46.0% |
| Admin fee / account holder | $1,462 | $3,768-61.2% | $5,537-73.6% | $6,260-76.6% |