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 | $70,133 | $153,772-54.4% | $133,980-47.7% | $273,961-74.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -2.55% | 36.51%-39.1pp | 29.30%-31.8pp | 41.45%-44.0pp |
| Employer contribution / active EE | $839 | $6,029-86.1% | $5,211-83.9% | $4,869-82.8% |
| Participant deferral / active EE | $4,269 | $6,958-38.7% | $6,282-32.1% | $5,287-19.3% |
| Admin fee / account holder | $1,392 | $11,765-88.2% | $9,324-85.1% | $10,132-86.3% |