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 | $80,464 | $98,750-18.5% | $149,696-46.2% | $79,858+0.8% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.5%+5.8pp | 69.6%+18.6pp |
| Annual return | 11.27% | 27.43%-16.2pp | 276.60%-265.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $340 | $3,216-89.4% | $4,644-92.7% | $2,471-86.2% |
| Participant deferral / active EE | $3,433 | $5,680-39.6% | $6,842-49.8% | $3,740-8.2% |
| Admin fee / account holder | $26,229 | $6,053+333.4% | $9,309+181.8% | $5,306+394.3% |