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 | $85,623 | $105,998-19.2% | $92,233-7.2% | $147,584-42.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.56% | 50.05%-49.5pp | 176.28%-175.7pp | 578.55%-578.0pp |
| Employer contribution / active EE | $299 | $4,333-93.1% | $3,679-91.9% | $4,876-93.9% |
| Participant deferral / active EE | $2,833 | $4,478-36.7% | $3,897-27.3% | $5,439-47.9% |
| Admin fee / account holder | $596 | $6,332-90.6% | $5,194-88.5% | $10,885-94.5% |