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 | $62,724 | $114,381-45.2% | $107,525-41.7% | $142,382-55.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.85% | 242.71%-232.9pp | 181.32%-171.5pp | 217.08%-207.2pp |
| Employer contribution / active EE | $808 | $4,015-79.9% | $3,754-78.5% | $4,299-81.2% |
| Participant deferral / active EE | $6,070 | $5,564+9.1% | $5,116+18.7% | $6,507-6.7% |
| Admin fee / account holder | $23,227 | $9,860+135.6% | $8,919+160.4% | $12,624+84.0% |