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 | $52,685 | $107,334-50.9% | $92,893-43.3% | $152,861-65.5% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 2.20% | 145.58%-143.4pp | 109.41%-107.2pp | 345.32%-343.1pp |
| Employer contribution / active EE | $552 | $4,221-86.9% | $3,653-84.9% | $4,762-88.4% |
| Participant deferral / active EE | $2,747 | $4,845-43.3% | $4,236-35.2% | $5,850-53.0% |
| Admin fee / account holder | $6,814 | $7,079-3.8% | $5,794+17.6% | $11,596-41.2% |