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 | $17,205 | $172,111-90.0% | $150,298-88.6% | $137,256-87.5% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 7.99% | 69.37%-61.4pp | 62.79%-54.8pp | 220.34%-212.3pp |
| Employer contribution / active EE | $454 | $4,636-90.2% | $4,154-89.1% | $4,156-89.1% |
| Participant deferral / active EE | $2,103 | $6,166-65.9% | $5,453-61.4% | $6,407-67.2% |
| Admin fee / account holder | $8,982 | $16,471-45.5% | $14,116-36.4% | $12,270-26.8% |