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 | $70,397 | $149,734-53.0% | $118,925-40.8% | $158,922-55.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 4.91% | 19.95%-15.0pp | 35.88%-31.0pp | 302.83%-297.9pp |
| Employer contribution / active EE | $593 | $4,115-85.6% | $3,263-81.8% | $4,761-87.6% |
| Participant deferral / active EE | $3,009 | $5,223-42.4% | $4,265-29.5% | $5,982-49.7% |
| Admin fee / account holder | $4,533 | $8,603-47.3% | $6,581-31.1% | $11,246-59.7% |