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 | $51,659 | $152,587-66.1% | $125,175-58.7% | $152,861-66.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 7.07% | 54.84%-47.8pp | 43.79%-36.7pp | 345.32%-338.2pp |
| Employer contribution / active EE | $798 | $4,946-83.9% | $3,865-79.4% | $4,762-83.2% |
| Participant deferral / active EE | $3,571 | $5,868-39.1% | $4,937-27.7% | $5,850-39.0% |
| Admin fee / account holder | $764 | $13,434-94.3% | $9,702-92.1% | $11,596-93.4% |