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 | $84,637 | $124,281-31.9% | $109,143-22.5% | $167,490-49.5% |
| Participation rate | 72.7% | 79.4%-6.7pp | 75.9%-3.1pp | 82.1%-9.4pp |
| Annual return | 9.61% | 26.04%-16.4pp | 25.75%-16.1pp | 478.56%-469.0pp |
| Employer contribution / active EE | $206 | $4,207-95.1% | $3,722-94.5% | $4,837-95.7% |
| Participant deferral / active EE | $1,992 | $5,255-62.1% | $4,653-57.2% | $6,341-68.6% |
| Admin fee / account holder | $1,785 | $7,970-77.6% | $6,752-73.6% | $12,309-85.5% |