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 | $26,242 | $106,890-75.4% | $84,015-68.8% | $152,861-82.8% |
| Participation rate | 86.7% | 75.2%+11.4pp | 69.0%+17.7pp | 82.4%+4.2pp |
| Annual return | 2.23% | 104.99%-102.8pp | 71.31%-69.1pp | 345.32%-343.1pp |
| Employer contribution / active EE | $153 | $2,734-94.4% | $1,983-92.3% | $4,762-96.8% |
| Participant deferral / active EE | $1,963 | $4,011-51.1% | $3,239-39.4% | $5,850-66.4% |
| Admin fee / account holder | $1,448 | $8,285-82.5% | $6,101-76.3% | $11,596-87.5% |