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 | $57,827 | $105,931-45.4% | $81,930-29.4% | $158,922-63.6% |
| Participation rate | 90.9% | 75.6%+15.3pp | 72.0%+18.9pp | 82.0%+9.0pp |
| Annual return | 2.81% | 38.17%-35.4pp | 29.49%-26.7pp | 302.83%-300.0pp |
| Employer contribution / active EE | $136 | $7,800-98.3% | $4,310-96.8% | $4,761-97.1% |
| Participant deferral / active EE | $1,817 | $13,003-86.0% | $7,107-74.4% | $5,982-69.6% |
| Admin fee / account holder | $2,136 | $8,489-74.8% | $5,158-58.6% | $11,246-81.0% |