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 | $61,067 | $111,301-45.1% | $112,977-45.9% | $158,922-61.6% |
| Participation rate | 81.8% | 83.5%-1.7pp | 82.6%-0.7pp | 82.0%-0.1pp |
| Annual return | 7.36% | 26.40%-19.0pp | 24.24%-16.9pp | 302.83%-295.5pp |
| Employer contribution / active EE | $311 | $4,471-93.0% | $4,255-92.7% | $4,761-93.5% |
| Participant deferral / active EE | $2,808 | $5,880-52.2% | $5,836-51.9% | $5,982-53.1% |
| Admin fee / account holder | $23,903 | $8,392+184.8% | $6,294+279.8% | $11,246+112.6% |