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 | $48,266 | $209,411-77.0% | $178,490-73.0% | $158,922-69.6% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | -3.35% | 188.75%-192.1pp | 151.07%-154.4pp | 302.83%-306.2pp |
| Employer contribution / active EE | $1,022 | $5,706-82.1% | $5,011-79.6% | $4,761-78.5% |
| Participant deferral / active EE | $2,650 | $5,954-55.5% | $5,202-49.0% | $5,982-55.7% |
| Admin fee / account holder | $4,909 | $17,074-71.2% | $13,984-64.9% | $11,246-56.3% |