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 | $34,030 | $159,602-78.7% | $150,045-77.3% | $142,382-76.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 9.71% | 70.24%-60.5pp | 62.55%-52.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $785 | $4,961-84.2% | $4,693-83.3% | $4,299-81.7% |
| Participant deferral / active EE | $6,642 | $8,310-20.1% | $7,997-16.9% | $6,507+2.1% |
| Admin fee / account holder | $4,834 | $14,846-67.4% | $13,435-64.0% | $12,624-61.7% |