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 | $82,028 | $99,341-17.4% | $84,750-3.2% | $273,961-70.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.47% | 22.93%-22.5pp | 22.78%-22.3pp | 41.45%-41.0pp |
| Employer contribution / active EE | $459 | $4,214-89.1% | $3,574-87.2% | $4,869-90.6% |
| Participant deferral / active EE | $7,667 | $4,269+79.6% | $3,712+106.6% | $5,287+45.0% |
| Admin fee / account holder | $524 | $6,644-92.1% | $5,332-90.2% | $10,132-94.8% |