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 | $24,587 | $74,888-67.2% | $71,209-65.5% | $142,382-82.7% |
| Participation rate | 82.6% | 76.2%+6.4pp | 73.8%+8.9pp | 80.1%+2.5pp |
| Annual return | 10.11% | 345.14%-335.0pp | 282.51%-272.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $314 | $2,854-89.0% | $2,721-88.5% | $4,299-92.7% |
| Participant deferral / active EE | $734 | $4,454-83.5% | $4,175-82.4% | $6,507-88.7% |
| Admin fee / account holder | $1,807 | $5,568-67.5% | $5,349-66.2% | $12,624-85.7% |