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 | $69,284 | $89,753-22.8% | $107,525-35.6% | $84,808-18.3% |
| Participation rate | 78.6% | 68.1%+10.5pp | 75.1%+3.5pp | 68.3%+10.3pp |
| Annual return | 7.91% | 29.48%-21.6pp | 181.32%-173.4pp | 40.90%-33.0pp |
| Employer contribution / active EE | $618 | $3,113-80.2% | $3,754-83.5% | $2,631-76.5% |
| Participant deferral / active EE | $5,935 | $4,056+46.3% | $5,116+16.0% | $4,212+40.9% |
| Admin fee / account holder | $32,880 | $7,222+355.3% | $8,919+268.7% | $7,344+347.7% |