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 | $16,021 | $83,902-80.9% | $167,512-90.4% | $84,808-81.1% |
| Participation rate | 73.3% | 66.5%+6.9pp | 77.1%-3.7pp | 68.3%+5.0pp |
| Annual return | 12.08% | 91.55%-79.5pp | 1615.79%-1603.7pp | 40.90%-28.8pp |
| Employer contribution / active EE | $301 | $2,264-86.7% | $3,882-92.2% | $2,631-88.6% |
| Participant deferral / active EE | $2,236 | $4,442-49.7% | $6,405-65.1% | $4,212-46.9% |
| Admin fee / account holder | $8,417 | $7,915+6.3% | $9,769-13.8% | $7,344+14.6% |