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 | $101,278 | $185,822-45.5% | $169,993-40.4% | $139,434-27.4% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 6.27% | 60.50%-54.2pp | 53.37%-47.1pp | 372.94%-366.7pp |
| Employer contribution / active EE | $1,034 | $7,590-86.4% | $6,785-84.8% | $4,751-78.2% |
| Participant deferral / active EE | $6,108 | $11,622-47.4% | $10,408-41.3% | $6,710-9.0% |
| Admin fee / account holder | $737 | $15,381-95.2% | $12,815-94.3% | $11,403-93.5% |