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 | $50,562 | $153,772-67.1% | $133,980-62.3% | $273,961-81.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 2.75% | 36.51%-33.8pp | 29.30%-26.5pp | 41.45%-38.7pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,307 | $6,958-23.7% | $6,282-15.5% | $5,287+0.4% |
| Admin fee / account holder | $386 | $11,765-96.7% | $9,324-95.9% | $10,132-96.2% |