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 | $34,411 | $198,466-82.7% | $170,442-79.8% | $147,584-76.7% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 5.02% | 257.29%-252.3pp | 205.93%-200.9pp | 578.55%-573.5pp |
| Employer contribution / active EE | $1,089 | $6,184-82.4% | $5,433-80.0% | $4,876-77.7% |
| Participant deferral / active EE | $4,990 | $5,629-11.4% | $4,939+1.0% | $5,439-8.3% |
| Admin fee / account holder | $29,664 | $16,852+76.0% | $13,880+113.7% | $10,885+172.5% |