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 | $100,425 | $157,256-36.1% | $141,162-28.9% | $152,861-34.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 14.54% | 64.32%-49.8pp | 71.39%-56.8pp | 345.32%-330.8pp |
| Employer contribution / active EE | $617 | $5,261-88.3% | $4,735-87.0% | $4,762-87.0% |
| Participant deferral / active EE | $3,161 | $7,109-55.5% | $6,709-52.9% | $5,850-46.0% |
| Admin fee / account holder | $3,729 | $12,120-69.2% | $10,261-63.7% | $11,596-67.8% |