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 5-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 | $20,752 | $77,314-73.2% | $177,989-88.3% | $80,856-74.3% |
| Participation rate | 87.5% | 65.7%+21.8pp | 77.1%+10.4pp | 67.6%+19.9pp |
| Annual return | 10.49% | 18.09%-7.6pp | 294.48%-284.0pp | 35.59%-25.1pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,090 | $4,411-52.6% | $6,276-66.7% | $4,296-51.3% |
| Admin fee / account holder | $992 | $7,191-86.2% | $10,363-90.4% | $6,918-85.7% |