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 | $55,725 | $100,754-44.7% | $86,677-35.7% | $134,475-58.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.98% | 29.04%-51.0pp | 35.91%-57.9pp | 417.96%-439.9pp |
| Employer contribution / active EE | $718 | $3,489-79.4% | $2,836-74.7% | $4,740-84.9% |
| Participant deferral / active EE | $5,321 | $5,338-0.3% | $4,656+14.3% | $6,400-16.9% |
| Admin fee / account holder | $764 | $10,926-93.0% | $7,493-89.8% | $11,426-93.3% |