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 | $68,790 | $73,933-7.0% | $96,683-28.9% | $75,163-8.5% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 13.02% | 26.70%-13.7pp | 35.69%-22.7pp | 160.62%-147.6pp |
| Employer contribution / active EE | $557 | $2,928-81.0% | $3,737-85.1% | $2,670-79.2% |
| Participant deferral / active EE | $4,024 | $3,659+10.0% | $4,878-17.5% | $4,125-2.5% |
| Admin fee / account holder | $8,741 | $5,216+67.6% | $6,730+29.9% | $5,651+54.7% |