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 | $70,161 | $159,901-56.1% | $146,958-52.3% | $145,922-51.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.38% | 98.13%-97.8pp | 418.34%-418.0pp | 561.29%-560.9pp |
| Employer contribution / active EE | $392 | $5,286-92.6% | $4,933-92.1% | $4,660-91.6% |
| Participant deferral / active EE | $13,530 | $8,428+60.5% | $8,070+67.7% | $6,688+102.3% |
| Admin fee / account holder | $8,057 | $15,044-46.4% | $12,998-38.0% | $13,397-39.9% |