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 | $41,431 | $102,317-59.5% | $146,958-71.8% | $80,856-48.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.71% | 134.76%-123.1pp | 418.34%-406.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $351 | $3,713-90.6% | $4,933-92.9% | $2,755-87.3% |
| Participant deferral / active EE | $14,470 | $6,644+117.8% | $8,070+79.3% | $4,296+236.8% |
| Admin fee / account holder | $5,443 | $7,941-31.5% | $12,998-58.1% | $6,918-21.3% |