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 | $66,981 | $154,117-56.5% | $129,995-48.5% | $139,434-52.0% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 4.96% | 32.48%-27.5pp | -137.18%+142.1pp | 372.94%-368.0pp |
| Employer contribution / active EE | $672 | $5,289-87.3% | $4,320-84.4% | $4,751-85.9% |
| Participant deferral / active EE | $6,718 | $6,710+0.1% | $5,820+15.4% | $6,710+0.1% |
| Admin fee / account holder | $69,835 | $14,007+398.6% | $10,614+557.9% | $11,403+512.5% |