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 | $17,544 | $106,515-83.5% | $96,683-81.9% | $139,434-87.4% |
| Participation rate | 79.2% | 77.8%+1.3pp | 74.3%+4.8pp | 80.3%-1.2pp |
| Annual return | -6.42% | 38.43%-44.8pp | 35.69%-42.1pp | 372.94%-379.4pp |
| Employer contribution / active EE | $388 | $4,103-90.5% | $3,737-89.6% | $4,751-91.8% |
| Participant deferral / active EE | $2,413 | $5,454-55.8% | $4,878-50.5% | $6,710-64.0% |
| Admin fee / account holder | $3,297 | $7,877-58.1% | $6,730-51.0% | $11,403-71.1% |