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 | $40,365 | $197,591-79.6% | $177,821-77.3% | $158,922-74.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 4.73% | 58.76%-54.0pp | 48.32%-43.6pp | 302.83%-298.1pp |
| Employer contribution / active EE | $171 | $6,697-97.4% | $5,918-97.1% | $4,761-96.4% |
| Participant deferral / active EE | $5,019 | $8,405-40.3% | $7,714-34.9% | $5,982-16.1% |
| Admin fee / account holder | $2,114 | $15,399-86.3% | $12,427-83.0% | $11,246-81.2% |