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 | $69,869 | $198,466-64.8% | $170,442-59.0% | $147,584-52.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.69% | 257.29%-255.6pp | 205.93%-204.2pp | 578.55%-576.9pp |
| Employer contribution / active EE | $922 | $6,184-85.1% | $5,433-83.0% | $4,876-81.1% |
| Participant deferral / active EE | $4,816 | $5,629-14.4% | $4,939-2.5% | $5,439-11.4% |
| Admin fee / account holder | $1,523 | $16,852-91.0% | $13,880-89.0% | $10,885-86.0% |