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 | $33,677 | $107,334-68.6% | $92,893-63.7% | $152,861-78.0% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.0%+13.5pp | 82.4%+7.0pp |
| Annual return | -1.87% | 145.58%-147.5pp | 109.41%-111.3pp | 345.32%-347.2pp |
| Employer contribution / active EE | $542 | $4,221-87.2% | $3,653-85.2% | $4,762-88.6% |
| Participant deferral / active EE | $2,596 | $4,845-46.4% | $4,236-38.7% | $5,850-55.6% |
| Admin fee / account holder | $303 | $7,079-95.7% | $5,794-94.8% | $11,596-97.4% |