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 | $181,419 | $176,056+3.0% | $159,436+13.8% | $167,490+8.3% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 1.40% | 331.75%-330.3pp | 263.57%-262.2pp | 478.56%-477.2pp |
| Employer contribution / active EE | $128 | $5,297-97.6% | $4,829-97.3% | $4,837-97.3% |
| Participant deferral / active EE | $3,052 | $7,750-60.6% | $7,352-58.5% | $6,341-51.9% |
| Admin fee / account holder | $2,660 | $12,554-78.8% | $10,799-75.4% | $12,309-78.4% |