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 | $80,796 | $165,984-51.3% | $164,813-51.0% | $145,922-44.6% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 8.10% | 100.03%-91.9pp | 69.93%-61.8pp | 561.29%-553.2pp |
| Employer contribution / active EE | $915 | $5,273-82.6% | $4,341-78.9% | $4,660-80.4% |
| Participant deferral / active EE | $9,152 | $6,959+31.5% | $6,031+51.7% | $6,688+36.8% |
| Admin fee / account holder | $342 | $16,648-97.9% | $12,690-97.3% | $13,397-97.4% |