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 | $93,487 | $226,064-58.6% | $182,532-48.8% | $152,861-38.8% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 4.30% | 192.51%-188.2pp | 148.54%-144.2pp | 345.32%-341.0pp |
| Employer contribution / active EE | $340 | $4,978-93.2% | $4,076-91.7% | $4,762-92.9% |
| Participant deferral / active EE | $1,345 | $6,368-78.9% | $5,524-75.7% | $5,850-77.0% |
| Admin fee / account holder | $1,453 | $10,703-86.4% | $8,592-83.1% | $11,596-87.5% |