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 | $35,725 | $95,416-62.6% | $185,823-80.8% | $85,850-58.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.33% | 23.59%-13.3pp | 122.05%-111.7pp | 318.53%-308.2pp |
| Employer contribution / active EE | $295 | $3,314-91.1% | $5,167-94.3% | $2,565-88.5% |
| Participant deferral / active EE | $1,804 | $3,423-47.3% | $5,568-67.6% | $3,952-54.3% |
| Admin fee / account holder | $2,449 | $7,213-66.0% | $16,237-84.9% | $6,260-60.9% |