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 7-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 | $102,617 | $89,753+14.3% | $107,525-4.6% | $84,808+21.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 6.99% | 29.48%-22.5pp | 181.32%-174.3pp | 40.90%-33.9pp |
| Employer contribution / active EE | $758 | $3,113-75.7% | $3,754-79.8% | $2,631-71.2% |
| Participant deferral / active EE | $2,380 | $4,056-41.3% | $5,116-53.5% | $4,212-43.5% |
| Admin fee / account holder | $791 | $7,222-89.0% | $8,919-91.1% | $7,344-89.2% |