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 | $25,032 | $99,032-74.7% | $80,019-68.7% | $135,375-81.5% |
| Participation rate | 83.3% | 78.4%+5.0pp | 75.8%+7.5pp | 82.6%+0.7pp |
| Annual return | -18.25% | 15.39%-33.6pp | 11.22%-29.5pp | 519.73%-538.0pp |
| Employer contribution / active EE | $403 | $3,043-86.8% | $2,468-83.7% | $4,779-91.6% |
| Participant deferral / active EE | $4,672 | $4,282+9.1% | $3,686+26.8% | $5,609-16.7% |
| Admin fee / account holder | $3,067 | $10,436-70.6% | $6,521-53.0% | $10,827-71.7% |