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 | $30,589 | $209,411-85.4% | $178,490-82.9% | $158,922-80.8% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 1.93% | 188.75%-186.8pp | 151.07%-149.1pp | 302.83%-300.9pp |
| Employer contribution / active EE | $656 | $5,706-88.5% | $5,011-86.9% | $4,761-86.2% |
| Participant deferral / active EE | $2,035 | $5,954-65.8% | $5,202-60.9% | $5,982-66.0% |
| Admin fee / account holder | $1,161 | $17,074-93.2% | $13,984-91.7% | $11,246-89.7% |