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 9-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 | $92,574 | $209,411-55.8% | $178,490-48.1% | $158,922-41.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.12% | 188.75%-183.6pp | 151.07%-145.9pp | 302.83%-297.7pp |
| Employer contribution / active EE | $1,020 | $5,706-82.1% | $5,011-79.6% | $4,761-78.6% |
| Participant deferral / active EE | $6,578 | $5,954+10.5% | $5,202+26.5% | $5,982+10.0% |
| Admin fee / account holder | $14,094 | $17,074-17.5% | $13,984+0.8% | $11,246+25.3% |