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 | $141,641 | $209,411-32.4% | $178,490-20.6% | $158,922-10.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.34% | 188.75%-183.4pp | 151.07%-145.7pp | 302.83%-297.5pp |
| Employer contribution / active EE | $622 | $5,706-89.1% | $5,011-87.6% | $4,761-86.9% |
| Participant deferral / active EE | $5,940 | $5,954-0.2% | $5,202+14.2% | $5,982-0.7% |
| Admin fee / account holder | $2,747 | $17,074-83.9% | $13,984-80.4% | $11,246-75.6% |