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 | $84,838 | $89,753-5.5% | $107,525-21.1% | $84,8080% |
| Participation rate | 85.2% | 68.1%+17.1pp | 75.1%+10.1pp | 68.3%+16.9pp |
| Annual return | 12.45% | 29.48%-17.0pp | 181.32%-168.9pp | 40.90%-28.4pp |
| Employer contribution / active EE | $491 | $3,113-84.2% | $3,754-86.9% | $2,631-81.4% |
| Participant deferral / active EE | $3,901 | $4,056-3.8% | $5,116-23.7% | $4,212-7.4% |
| Admin fee / account holder | $26,190 | $7,222+262.6% | $8,919+193.7% | $7,344+256.6% |