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 6-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 | $33,632 | $106,515-68.4% | $96,683-65.2% | $139,434-75.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 6.40% | 38.43%-32.0pp | 35.69%-29.3pp | 372.94%-366.5pp |
| Employer contribution / active EE | $689 | $4,103-83.2% | $3,737-81.6% | $4,751-85.5% |
| Participant deferral / active EE | $6,695 | $5,454+22.8% | $4,878+37.3% | $6,710-0.2% |
| Admin fee / account holder | $953 | $7,877-87.9% | $6,730-85.8% | $11,403-91.6% |