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 | $70,597 | $102,317-31.0% | $146,958-52.0% | $80,856-12.7% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 10.77% | 134.76%-124.0pp | 418.34%-407.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $860 | $3,713-76.8% | $4,933-82.6% | $2,755-68.8% |
| Participant deferral / active EE | $3,826 | $6,644-42.4% | $8,070-52.6% | $4,296-10.9% |
| Admin fee / account holder | $7,559 | $7,941-4.8% | $12,998-41.8% | $6,918+9.3% |