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 | $33,199 | $84,149-60.5% | $76,080-56.4% | $167,490-80.2% |
| Participation rate | 70.0% | 84.9%-14.9pp | 79.4%-9.4pp | 82.1%-12.1pp |
| Annual return | 8.74% | 54.99%-46.2pp | 42.50%-33.8pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,041 | $4,618-77.5% | $3,962-73.7% | $4,837-78.5% |
| Participant deferral / active EE | $1,694 | $5,796-70.8% | $4,905-65.5% | $6,341-73.3% |
| Admin fee / account holder | $24,093 | $6,410+275.8% | $4,883+393.4% | $12,309+95.7% |