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 | $59,944 | $93,571-35.9% | $135,903-55.9% | $75,163-20.2% |
| Participation rate | 81.1% | 75.2%+6.0pp | 81.9%-0.8pp | 67.2%+13.9pp |
| Annual return | 13.44% | 30.90%-17.5pp | 68.23%-54.8pp | 160.62%-147.2pp |
| Employer contribution / active EE | -$142 | $3,537-104.0% | $4,856-102.9% | $2,670-105.3% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,243 | $6,975-82.2% | $10,762-88.4% | $5,651-78.0% |