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 | $83,121 | $127,065-34.6% | $113,168-26.6% | $142,382-41.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 9.35% | 24.03%-14.7pp | 24.27%-14.9pp | 217.08%-207.7pp |
| Employer contribution / active EE | $816 | $3,442-76.3% | $2,975-72.6% | $4,299-81.0% |
| Participant deferral / active EE | $5,862 | $5,716+2.5% | $5,107+14.8% | $6,507-9.9% |
| Admin fee / account holder | $20,991 | $15,736+33.4% | $12,068+73.9% | $12,624+66.3% |