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 | $136,618 | $140,588-2.8% | $123,104+11.0% | $125,391+9.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.10% | 16.80%-20.9pp | 13.22%-17.3pp | 282.22%-286.3pp |
| Employer contribution / active EE | $638 | $6,041-89.4% | $5,151-87.6% | $4,866-86.9% |
| Participant deferral / active EE | $3,869 | $6,980-44.6% | $6,230-37.9% | $5,352-27.7% |
| Admin fee / account holder | $3,244 | $11,198-71.0% | $9,015-64.0% | $9,540-66.0% |