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 | $42,440 | $62,573-32.2% | $85,682-50.5% | $85,850-50.6% |
| Participation rate | 81.5% | 61.1%+20.3pp | 69.9%+11.6pp | 69.3%+12.2pp |
| Annual return | 7.90% | 23.77%-15.9pp | 21.49%-13.6pp | 318.53%-310.6pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,685 | $2,802-39.9% | $3,923-57.1% | $3,952-57.4% |
| Admin fee / account holder | $881 | $4,640-81.0% | $6,873-87.2% | $6,260-85.9% |