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 | $89,941 | $109,413-17.8% | $156,263-42.4% | $84,808+6.1% |
| Participation rate | 82.0% | 72.7%+9.3pp | 78.9%+3.1pp | 68.3%+13.7pp |
| Annual return | 12.36% | 20.18%-7.8pp | 59.47%-47.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $721 | $2,907-75.2% | $4,333-83.4% | $2,631-72.6% |
| Participant deferral / active EE | $6,500 | $4,590+41.6% | $6,158+5.5% | $4,212+54.3% |
| Admin fee / account holder | $19,885 | $9,357+112.5% | $14,255+39.5% | $7,344+170.8% |