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 | $106,978 | $209,411-48.9% | $178,490-40.1% | $158,922-32.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 3.56% | 188.75%-185.2pp | 151.07%-147.5pp | 302.83%-299.3pp |
| Employer contribution / active EE | $679 | $5,706-88.1% | $5,011-86.5% | $4,761-85.7% |
| Participant deferral / active EE | $4,875 | $5,954-18.1% | $5,202-6.3% | $5,982-18.5% |
| Admin fee / account holder | $11,433 | $17,074-33.0% | $13,984-18.2% | $11,246+1.7% |