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 | $71,506 | $217,402-67.1% | $185,823-61.5% | $167,490-57.3% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 6.26% | 148.36%-142.1pp | 122.05%-115.8pp | 478.56%-472.3pp |
| Employer contribution / active EE | $919 | $5,873-84.3% | $5,167-82.2% | $4,837-81.0% |
| Participant deferral / active EE | $4,816 | $6,356-24.2% | $5,568-13.5% | $6,341-24.1% |
| Admin fee / account holder | $3,035 | $19,811-84.7% | $16,237-81.3% | $12,309-75.3% |