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 | $43,771 | $114,381-61.7% | $107,525-59.3% | $142,382-69.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 9.56% | 242.71%-233.1pp | 181.32%-171.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $614 | $4,015-84.7% | $3,754-83.6% | $4,299-85.7% |
| Participant deferral / active EE | $5,464 | $5,564-1.8% | $5,116+6.8% | $6,507-16.0% |
| Admin fee / account holder | $1,866 | $9,860-81.1% | $8,919-79.1% | $12,624-85.2% |