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 | $27,455 | $78,672-65.1% | $109,143-74.8% | $85,850-68.0% |
| Participation rate | 89.7% | 68.3%+21.4pp | 75.9%+13.8pp | 69.3%+20.3pp |
| Annual return | 10.94% | 25.09%-14.1pp | 25.75%-14.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,325 | $3,467-32.9% | $4,653-50.0% | $3,952-41.2% |
| Admin fee / account holder | $1,020 | $5,469-81.4% | $6,752-84.9% | $6,260-83.7% |