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 | $26,030 | $177,572-85.3% | $154,803-83.2% | $142,382-81.7% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 2.19% | 65.07%-62.9pp | 58.88%-56.7pp | 217.08%-214.9pp |
| Employer contribution / active EE | $854 | $4,810-82.3% | $4,305-80.2% | $4,299-80.1% |
| Participant deferral / active EE | $1,838 | $6,272-70.7% | $5,540-66.8% | $6,507-71.8% |
| Admin fee / account holder | $3,157 | $16,786-81.2% | $14,329-78.0% | $12,624-75.0% |