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 | $43,119 | $118,680-63.7% | $98,907-56.4% | $158,922-72.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 1.35% | 372.35%-371.0pp | 196.43%-195.1pp | 302.83%-301.5pp |
| Employer contribution / active EE | $475 | $3,333-85.8% | $2,689-82.4% | $4,761-90.0% |
| Participant deferral / active EE | $2,438 | $5,088-52.1% | $4,244-42.5% | $5,982-59.2% |
| Admin fee / account holder | $12,746 | $10,131+25.8% | $6,642+91.9% | $11,246+13.3% |