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 | $31,123 | $177,572-82.5% | $154,803-79.9% | $142,382-78.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 8.42% | 65.07%-56.6pp | 58.88%-50.5pp | 217.08%-208.7pp |
| Employer contribution / active EE | $315 | $4,810-93.5% | $4,305-92.7% | $4,299-92.7% |
| Participant deferral / active EE | $2,014 | $6,272-67.9% | $5,540-63.6% | $6,507-69.0% |
| Admin fee / account holder | $385 | $16,786-97.7% | $14,329-97.3% | $12,624-96.9% |