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 | $78,653 | $140,940-44.2% | $112,229-29.9% | $139,434-43.6% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 8.20% | 32.71%-24.5pp | 30.20%-22.0pp | 372.94%-364.7pp |
| Employer contribution / active EE | $450 | $4,283-89.5% | $3,430-86.9% | $4,751-90.5% |
| Participant deferral / active EE | $4,724 | $5,874-19.6% | $4,798-1.5% | $6,710-29.6% |
| Admin fee / account holder | $6,744 | $9,954-32.3% | $7,748-13.0% | $11,403-40.9% |