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 | $68,583 | $183,963-62.7% | $162,163-57.7% | $152,861-55.1% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.6%-14.2pp | 82.4%-9.1pp |
| Annual return | 4.36% | 150.76%-146.4pp | 115.59%-111.2pp | 345.32%-341.0pp |
| Employer contribution / active EE | $857 | $6,371-86.6% | $5,614-84.7% | $4,762-82.0% |
| Participant deferral / active EE | $4,691 | $8,034-41.6% | $7,298-35.7% | $5,850-19.8% |
| Admin fee / account holder | $310 | $13,121-97.6% | $10,843-97.1% | $11,596-97.3% |