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 | $147,257 | $177,572-17.1% | $154,803-4.9% | $142,382+3.4% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 8.82% | 65.07%-56.2pp | 58.88%-50.1pp | 217.08%-208.3pp |
| Employer contribution / active EE | $836 | $4,810-82.6% | $4,305-80.6% | $4,299-80.5% |
| Participant deferral / active EE | $6,659 | $6,272+6.2% | $5,540+20.2% | $6,507+2.3% |
| Admin fee / account holder | $659 | $16,786-96.1% | $14,329-95.4% | $12,624-94.8% |