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 | $37,202 | $109,817-66.1% | $98,442-62.2% | $167,490-77.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 7.04% | 1956.69%-1949.7pp | 1492.73%-1485.7pp | 478.56%-471.5pp |
| Employer contribution / active EE | $181 | $3,224-94.4% | $2,960-93.9% | $4,837-96.3% |
| Participant deferral / active EE | $978 | $4,673-79.1% | $4,276-77.1% | $6,341-84.6% |
| Admin fee / account holder | $4,187 | $6,753-38.0% | $5,949-29.6% | $12,309-66.0% |