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 | $93,447 | $81,947+14.0% | $105,387-11.3% | $72,985+28.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 2.70% | 42.90%-40.2pp | 26.82%-24.1pp | 81.00%-78.3pp |
| Employer contribution / active EE | $677 | $3,468-80.5% | $4,213-83.9% | $2,440-72.2% |
| Participant deferral / active EE | $6,013 | $4,494+33.8% | $5,502+9.3% | $3,607+66.7% |
| Admin fee / account holder | $305 | $6,258-95.1% | $6,559-95.3% | $5,124-94.0% |