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 | $50,773 | $74,888-32.2% | $71,209-28.7% | $142,382-64.3% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.1%-9.5pp |
| Annual return | 8.66% | 345.14%-336.5pp | 282.51%-273.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,532 | $4,454+1.7% | $4,175+8.5% | $6,507-30.4% |
| Admin fee / account holder | $50,046 | $5,568+798.8% | $5,349+835.7% | $12,624+296.4% |