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 6-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 | $81,961 | $217,402-62.3% | $185,823-55.9% | $167,490-51.1% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 4.74% | 148.36%-143.6pp | 122.05%-117.3pp | 478.56%-473.8pp |
| Employer contribution / active EE | $814 | $5,873-86.1% | $5,167-84.3% | $4,837-83.2% |
| Participant deferral / active EE | $9,459 | $6,356+48.8% | $5,568+69.9% | $6,341+49.2% |
| Admin fee / account holder | $495 | $19,811-97.5% | $16,237-97.0% | $12,309-96.0% |