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 | $87,211 | $105,998-17.7% | $92,233-5.4% | $147,584-40.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 0.40% | 50.05%-49.7pp | 176.28%-175.9pp | 578.55%-578.2pp |
| Employer contribution / active EE | $686 | $4,333-84.2% | $3,679-81.4% | $4,876-85.9% |
| Participant deferral / active EE | $5,824 | $4,478+30.1% | $3,897+49.5% | $5,439+7.1% |
| Admin fee / account holder | $74,169 | $6,332+1071.3% | $5,194+1328.1% | $10,885+581.4% |