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 | $46,636 | $52,380-11.0% | $98,755-52.8% | $85,850-45.7% |
| Participation rate | 93.8% | 58.0%+35.8pp | 65.7%+28.0pp | 69.3%+24.4pp |
| Annual return | 9.93% | 25.82%-15.9pp | 49.91%-40.0pp | 318.53%-308.6pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,156 | $2,101+50.2% | $3,035+4.0% | $3,952-20.1% |
| Admin fee / account holder | $47,832 | $3,865+1137.7% | $4,076+1073.5% | $6,260+664.1% |