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 | $72,420 | $111,754-35.2% | $103,333-29.9% | $145,922-50.4% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 7.83% | 24.77%-16.9pp | 24.88%-17.1pp | 561.29%-553.5pp |
| Employer contribution / active EE | $231 | $4,212-94.5% | $3,868-94.0% | $4,660-95.1% |
| Participant deferral / active EE | $2,218 | $5,619-60.5% | $5,057-56.1% | $6,688-66.8% |
| Admin fee / account holder | $5,712 | $9,750-41.4% | $8,355-31.6% | $13,397-57.4% |