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 | $26,648 | $91,190-70.8% | $178,490-85.1% | $79,858-66.6% |
| Participation rate | 79.3% | 69.2%+10.1pp | 81.9%-2.6pp | 69.6%+9.7pp |
| Annual return | 9.48% | 24.19%-14.7pp | 151.07%-141.6pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,684 | $3,236-48.0% | $5,202-67.6% | $3,740-55.0% |
| Admin fee / account holder | $2,894 | $6,751-57.1% | $13,984-79.3% | $5,306-45.5% |