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 | $30,443 | $118,680-74.3% | $98,907-69.2% | $158,922-80.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 4.34% | 372.35%-368.0pp | 196.43%-192.1pp | 302.83%-298.5pp |
| Employer contribution / active EE | $378 | $3,333-88.7% | $2,689-85.9% | $4,761-92.1% |
| Participant deferral / active EE | $3,713 | $5,088-27.0% | $4,244-12.5% | $5,982-37.9% |
| Admin fee / account holder | $38,211 | $10,131+277.2% | $6,642+475.3% | $11,246+239.8% |