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 | $93,661 | $197,591-52.6% | $177,821-47.3% | $158,922-41.1% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 0.81% | 58.76%-57.9pp | 48.32%-47.5pp | 302.83%-302.0pp |
| Employer contribution / active EE | $1,383 | $6,697-79.4% | $5,918-76.6% | $4,761-71.0% |
| Participant deferral / active EE | $3,377 | $8,405-59.8% | $7,714-56.2% | $5,982-43.6% |
| Admin fee / account holder | $18,826 | $15,399+22.3% | $12,427+51.5% | $11,246+67.4% |