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 | $44,386 | $183,963-75.9% | $162,163-72.6% | $152,861-71.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 2.55% | 150.76%-148.2pp | 115.59%-113.0pp | 345.32%-342.8pp |
| Employer contribution / active EE | $866 | $6,371-86.4% | $5,614-84.6% | $4,762-81.8% |
| Participant deferral / active EE | $3,092 | $8,034-61.5% | $7,298-57.6% | $5,850-47.1% |
| Admin fee / account holder | $31,395 | $13,121+139.3% | $10,843+189.6% | $11,596+170.7% |