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 | $84,503 | $109,359-22.7% | $162,163-47.9% | $72,985+15.8% |
| Participation rate | 97.0% | 84.3%+12.7pp | 87.6%+9.4pp | 69.5%+27.5pp |
| Annual return | 17.42% | 25.46%-8.0pp | 115.59%-98.2pp | 81.00%-63.6pp |
| Employer contribution / active EE | $441 | $3,907-88.7% | $5,614-92.2% | $2,440-81.9% |
| Participant deferral / active EE | $5,895 | $5,481+7.6% | $7,298-19.2% | $3,607+63.4% |
| Admin fee / account holder | $6,397 | $7,972-19.8% | $10,843-41.0% | $5,124+24.8% |