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 | $43,798 | $167,484-73.8% | $151,611-71.1% | $134,475-67.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.31% | 7.80%-35.1pp | 3.33%-30.6pp | 417.96%-445.3pp |
| Employer contribution / active EE | $1,291 | $6,829-81.1% | $6,166-79.1% | $4,740-72.8% |
| Participant deferral / active EE | $3,493 | $8,986-61.1% | $8,363-58.2% | $6,400-45.4% |
| Admin fee / account holder | $1,864 | $13,783-86.5% | $11,616-84.0% | $11,426-83.7% |