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 | $75,453 | $127,065-40.6% | $113,168-33.3% | $142,382-47.0% |
| Participation rate | 72.7% | 79.2%-6.5pp | 76.6%-3.8pp | 80.1%-7.4pp |
| Annual return | 3.80% | 24.03%-20.2pp | 24.27%-20.5pp | 217.08%-213.3pp |
| Employer contribution / active EE | $323 | $3,442-90.6% | $2,975-89.2% | $4,299-92.5% |
| Participant deferral / active EE | $4,400 | $5,716-23.0% | $5,107-13.8% | $6,507-32.4% |
| Admin fee / account holder | $20,230 | $15,736+28.6% | $12,068+67.6% | $12,624+60.3% |