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 | $138,566 | $217,402-36.3% | $185,823-25.4% | $167,490-17.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.54% | 148.36%-142.8pp | 122.05%-116.5pp | 478.56%-473.0pp |
| Employer contribution / active EE | $1,019 | $5,873-82.6% | $5,167-80.3% | $4,837-78.9% |
| Participant deferral / active EE | $7,998 | $6,356+25.8% | $5,568+43.7% | $6,341+26.1% |
| Admin fee / account holder | $13,634 | $19,811-31.2% | $16,237-16.0% | $12,309+10.8% |