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 | $65,161 | $162,781-60.0% | $133,956-51.4% | $158,922-59.0% |
| Participation rate | 76.5% | 83.2%-6.8pp | 79.8%-3.4pp | 82.0%-5.5pp |
| Annual return | 4.82% | 41.94%-37.1pp | 45.09%-40.3pp | 302.83%-298.0pp |
| Employer contribution / active EE | $751 | $4,975-84.9% | $3,919-80.8% | $4,761-84.2% |
| Participant deferral / active EE | $2,986 | $5,911-49.5% | $5,048-40.8% | $5,982-50.1% |
| Admin fee / account holder | $5,360 | $11,736-54.3% | $8,927-40.0% | $11,246-52.3% |