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 | $90,877 | $111,724-18.7% | $93,606-2.9% | $145,922-37.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.04% | 202.98%-200.9pp | 133.20%-131.2pp | 561.29%-559.2pp |
| Employer contribution / active EE | $540 | $3,090-82.5% | $2,420-77.7% | $4,660-88.4% |
| Participant deferral / active EE | $1,890 | $4,912-61.5% | $4,411-57.2% | $6,688-71.7% |
| Admin fee / account holder | $1,290 | $10,250-87.4% | $8,285-84.4% | $13,397-90.4% |