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 | $12,919 | $74,888-82.7% | $71,209-81.9% | $142,382-90.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 10.38% | 345.14%-334.8pp | 282.51%-272.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $69 | $2,854-97.6% | $2,721-97.5% | $4,299-98.4% |
| Participant deferral / active EE | $1,963 | $4,454-55.9% | $4,175-53.0% | $6,507-69.8% |
| Admin fee / account holder | $8,048 | $5,568+44.5% | $5,349+50.5% | $12,624-36.2% |