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 | $85,086 | $209,411-59.4% | $178,490-52.3% | $158,922-46.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.14% | 188.75%-184.6pp | 151.07%-146.9pp | 302.83%-298.7pp |
| Employer contribution / active EE | $863 | $5,706-84.9% | $5,011-82.8% | $4,761-81.9% |
| Participant deferral / active EE | $5,038 | $5,954-15.4% | $5,202-3.1% | $5,982-15.8% |
| Admin fee / account holder | $622 | $17,074-96.4% | $13,984-95.5% | $11,246-94.5% |