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 | $87,440 | $124,425-29.7% | $112,040-22.0% | $137,256-36.3% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 7.80% | 24.72%-16.9pp | 24.52%-16.7pp | 220.34%-212.5pp |
| Employer contribution / active EE | $562 | $3,411-83.5% | $2,954-81.0% | $4,156-86.5% |
| Participant deferral / active EE | $4,003 | $5,718-30.0% | $5,098-21.5% | $6,407-37.5% |
| Admin fee / account holder | $72,262 | $15,207+375.2% | $12,098+497.3% | $12,270+488.9% |