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 | $47,645 | $127,065-62.5% | $113,168-57.9% | $142,382-66.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.10% | 24.03%-13.9pp | 24.27%-14.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $625 | $3,442-81.8% | $2,975-79.0% | $4,299-85.5% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,107-100.0% | $6,507-100.0% |
| Admin fee / account holder | $14,541 | $15,736-7.6% | $12,068+20.5% | $12,624+15.2% |