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 | $108,178 | $197,591-45.3% | $177,821-39.2% | $158,922-31.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.33% | 58.76%-52.4pp | 48.32%-42.0pp | 302.83%-296.5pp |
| Employer contribution / active EE | $1,417 | $6,697-78.8% | $5,918-76.1% | $4,761-70.2% |
| Participant deferral / active EE | $8,163 | $8,405-2.9% | $7,714+5.8% | $5,982+36.5% |
| Admin fee / account holder | $2,495 | $15,399-83.8% | $12,427-79.9% | $11,246-77.8% |