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 | $175,570 | $202,318-13.2% | $172,739+1.6% | $152,861+14.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 1.57% | 1029.65%-1028.1pp | 802.84%-801.3pp | 345.32%-343.7pp |
| Employer contribution / active EE | $851 | $5,856-85.5% | $5,143-83.4% | $4,762-82.1% |
| Participant deferral / active EE | $7,136 | $5,948+20.0% | $5,198+37.3% | $5,850+22.0% |
| Admin fee / account holder | $11,295 | $17,109-34.0% | $13,954-19.1% | $11,596-2.6% |