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 | $68,863 | $115,770-40.5% | $101,248-32.0% | $158,922-56.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 7.02% | 56.14%-49.1pp | 46.47%-39.5pp | 302.83%-295.8pp |
| Employer contribution / active EE | $467 | $4,175-88.8% | $3,660-87.2% | $4,761-90.2% |
| Participant deferral / active EE | $2,851 | $4,957-42.5% | $4,370-34.8% | $5,982-52.3% |
| Admin fee / account holder | $1,036 | $7,245-85.7% | $5,945-82.6% | $11,246-90.8% |