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 | $70,411 | $99,877-29.5% | $84,966-17.1% | $145,922-51.7% |
| Participation rate | 72.2% | 74.1%-1.9pp | 67.5%+4.7pp | 80.3%-8.1pp |
| Annual return | 7.91% | 83.76%-75.9pp | 66.38%-58.5pp | 561.29%-553.4pp |
| Employer contribution / active EE | $282 | $3,231-91.3% | $2,727-89.6% | $4,660-93.9% |
| Participant deferral / active EE | $2,823 | $5,291-46.6% | $4,519-37.5% | $6,688-57.8% |
| Admin fee / account holder | $12,848 | $7,248+77.3% | $6,149+109.0% | $13,397-4.1% |