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 | $42,374 | $133,922-68.4% | $116,228-63.5% | $142,382-70.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 6.19% | 147.76%-141.6pp | 90.06%-83.9pp | 217.08%-210.9pp |
| Employer contribution / active EE | $200 | $3,446-94.2% | $2,994-93.3% | $4,299-95.3% |
| Participant deferral / active EE | $0 | $5,672-100.0% | $4,953-100.0% | $6,507-100.0% |
| Admin fee / account holder | $4,704 | $14,945-68.5% | $11,989-60.8% | $12,624-62.7% |