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 | $47,372 | $115,770-59.1% | $101,248-53.2% | $158,922-70.2% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | -7.27% | 56.14%-63.4pp | 46.47%-53.7pp | 302.83%-310.1pp |
| Employer contribution / active EE | $595 | $4,175-85.7% | $3,660-83.7% | $4,761-87.5% |
| Participant deferral / active EE | $2,853 | $4,957-42.4% | $4,370-34.7% | $5,982-52.3% |
| Admin fee / account holder | $721 | $7,245-90.0% | $5,945-87.9% | $11,246-93.6% |