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 | $40,427 | $183,519-78.0% | $155,509-74.0% | $145,922-72.3% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 8.38% | 61.17%-52.8pp | 64.67%-56.3pp | 561.29%-552.9pp |
| Employer contribution / active EE | $942 | $5,313-82.3% | $4,672-79.8% | $4,660-79.8% |
| Participant deferral / active EE | $4,441 | $6,462-31.3% | $5,626-21.1% | $6,688-33.6% |
| Admin fee / account holder | $11,159 | $19,313-42.2% | $15,912-29.9% | $13,397-16.7% |