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 | $60,942 | $198,466-69.3% | $170,442-64.2% | $147,584-58.7% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 4.31% | 257.29%-253.0pp | 205.93%-201.6pp | 578.55%-574.2pp |
| Employer contribution / active EE | $594 | $6,184-90.4% | $5,433-89.1% | $4,876-87.8% |
| Participant deferral / active EE | $3,289 | $5,629-41.6% | $4,939-33.4% | $5,439-39.5% |
| Admin fee / account holder | $6,299 | $16,852-62.6% | $13,880-54.6% | $10,885-42.1% |