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 | $64,332 | $60,124+7.0% | $90,404-28.8% | $79,858-19.4% |
| Participation rate | 70.6% | 65.0%+5.6pp | 72.7%-2.1pp | 69.6%+1.0pp |
| Annual return | 8.45% | 71.94%-63.5pp | 1293.02%-1284.6pp | 31.71%-23.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,085 | $2,938+5.0% | $3,963-22.2% | $3,740-17.5% |
| Admin fee / account holder | $1,263 | $3,976-68.2% | $5,611-77.5% | $5,306-76.2% |