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 | $45,104 | $198,466-77.3% | $170,442-73.5% | $147,584-69.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 4.15% | 257.29%-253.1pp | 205.93%-201.8pp | 578.55%-574.4pp |
| Employer contribution / active EE | $1,278 | $6,184-79.3% | $5,433-76.5% | $4,876-73.8% |
| Participant deferral / active EE | $4,573 | $5,629-18.8% | $4,939-7.4% | $5,439-15.9% |
| Admin fee / account holder | $2,770 | $16,852-83.6% | $13,880-80.0% | $10,885-74.6% |