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 | $72,926 | $107,334-32.1% | $92,893-21.5% | $152,861-52.3% |
| Participation rate | 76.2% | 79.8%-3.6pp | 76.0%+0.2pp | 82.4%-6.3pp |
| Annual return | 3.08% | 145.58%-142.5pp | 109.41%-106.3pp | 345.32%-342.2pp |
| Employer contribution / active EE | $697 | $4,221-83.5% | $3,653-80.9% | $4,762-85.4% |
| Participant deferral / active EE | $3,848 | $4,845-20.6% | $4,236-9.2% | $5,850-34.2% |
| Admin fee / account holder | $472 | $7,079-93.3% | $5,794-91.9% | $11,596-95.9% |