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 | $47,308 | $217,402-78.2% | $185,823-74.5% | $167,490-71.8% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 6.70% | 148.36%-141.7pp | 122.05%-115.3pp | 478.56%-471.9pp |
| Employer contribution / active EE | $1,204 | $5,873-79.5% | $5,167-76.7% | $4,837-75.1% |
| Participant deferral / active EE | $4,311 | $6,356-32.2% | $5,568-22.6% | $6,341-32.0% |
| Admin fee / account holder | $3,258 | $19,811-83.6% | $16,237-79.9% | $12,309-73.5% |