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 8-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 | $68,090 | $148,534-54.2% | $135,903-49.9% | $139,434-51.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 6.02% | 79.19%-73.2pp | 68.23%-62.2pp | 372.94%-366.9pp |
| Employer contribution / active EE | $298 | $5,243-94.3% | $4,856-93.9% | $4,751-93.7% |
| Participant deferral / active EE | $5,032 | $8,100-37.9% | $7,758-35.1% | $6,710-25.0% |
| Admin fee / account holder | $662 | $12,400-94.7% | $10,762-93.9% | $11,403-94.2% |