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 | $48,972 | $106,515-54.0% | $96,683-49.3% | $139,434-64.9% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | -10.35% | 38.43%-48.8pp | 35.69%-46.0pp | 372.94%-383.3pp |
| Employer contribution / active EE | $373 | $4,103-90.9% | $3,737-90.0% | $4,751-92.1% |
| Participant deferral / active EE | $1,477 | $5,454-72.9% | $4,878-69.7% | $6,710-78.0% |
| Admin fee / account holder | $2,688 | $7,877-65.9% | $6,730-60.1% | $11,403-76.4% |