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 | $12,681 | $177,572-92.9% | $154,803-91.8% | $142,382-91.1% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 10.37% | 65.07%-54.7pp | 58.88%-48.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $856 | $4,810-82.2% | $4,305-80.1% | $4,299-80.1% |
| Participant deferral / active EE | $1,992 | $6,272-68.2% | $5,540-64.0% | $6,507-69.4% |
| Admin fee / account holder | $4,928 | $16,786-70.6% | $14,329-65.6% | $12,624-61.0% |