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 | $55,974 | $112,096-50.1% | $95,952-41.7% | $158,922-64.8% |
| Participation rate | 73.7% | 79.0%-5.3pp | 77.1%-3.4pp | 82.0%-8.3pp |
| Annual return | 4.14% | 171.09%-167.0pp | 91.61%-87.5pp | 302.83%-298.7pp |
| Employer contribution / active EE | $48 | $3,198-98.5% | $2,541-98.1% | $4,761-99.0% |
| Participant deferral / active EE | $2,353 | $4,784-50.8% | $4,167-43.5% | $5,982-60.7% |
| Admin fee / account holder | $819 | $10,130-91.9% | $6,795-87.9% | $11,246-92.7% |