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 | $39,737 | $209,411-81.0% | $178,490-77.7% | $158,922-75.0% |
| Participation rate | 82.4% | 86.3%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | -0.60% | 188.75%-189.4pp | 151.07%-151.7pp | 302.83%-303.4pp |
| Employer contribution / active EE | $920 | $5,706-83.9% | $5,011-81.6% | $4,761-80.7% |
| Participant deferral / active EE | $3,133 | $5,954-47.4% | $5,202-39.8% | $5,982-47.6% |
| Admin fee / account holder | $500 | $17,074-97.1% | $13,984-96.4% | $11,246-95.6% |