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 | $40,706 | $185,822-78.1% | $169,993-76.1% | $139,434-70.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.17% | 60.50%-51.3pp | 53.37%-44.2pp | 372.94%-363.8pp |
| Employer contribution / active EE | $1,309 | $7,590-82.8% | $6,785-80.7% | $4,751-72.5% |
| Participant deferral / active EE | $3,639 | $11,622-68.7% | $10,408-65.0% | $6,710-45.8% |
| Admin fee / account holder | $54,080 | $15,381+251.6% | $12,815+322.0% | $11,403+374.3% |