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 | $85,868 | $98,750-13.0% | $149,696-42.6% | $79,858+7.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 10.37% | 27.43%-17.1pp | 276.60%-266.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $559 | $3,216-82.6% | $4,644-88.0% | $2,471-77.4% |
| Participant deferral / active EE | $2,684 | $5,680-52.8% | $6,842-60.8% | $3,740-28.2% |
| Admin fee / account holder | $5,034 | $6,053-16.8% | $9,309-45.9% | $5,306-5.1% |