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 | $47,766 | $125,758-62.0% | $169,993-71.9% | $75,163-36.5% |
| Participation rate | 95.1% | 83.6%+11.5pp | 87.0%+8.1pp | 67.2%+27.9pp |
| Annual return | 12.53% | 27.20%-14.7pp | 53.37%-40.8pp | 160.62%-148.1pp |
| Employer contribution / active EE | $1,365 | $4,615-70.4% | $6,785-79.9% | $2,670-48.9% |
| Participant deferral / active EE | $6,396 | $6,837-6.5% | $10,408-38.5% | $4,125+55.0% |
| Admin fee / account holder | $13,279 | $8,173+62.5% | $12,815+3.6% | $5,651+135.0% |