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 | $33,141 | $228,332-85.5% | $185,823-82.2% | $158,922-79.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -5.19% | 40.80%-46.0pp | 35.95%-41.1pp | 302.83%-308.0pp |
| Employer contribution / active EE | $309 | $4,967-93.8% | $4,087-92.4% | $4,761-93.5% |
| Participant deferral / active EE | $2,270 | $6,415-64.6% | $5,632-59.7% | $5,982-62.0% |
| Admin fee / account holder | $15,192 | $11,864+28.1% | $9,500+59.9% | $11,246+35.1% |