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 | $106,880 | $148,534-28.0% | $135,903-21.4% | $139,434-23.3% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 8.57% | 79.19%-70.6pp | 68.23%-59.7pp | 372.94%-364.4pp |
| Employer contribution / active EE | $859 | $5,243-83.6% | $4,856-82.3% | $4,751-81.9% |
| Participant deferral / active EE | $6,788 | $8,100-16.2% | $7,758-12.5% | $6,710+1.2% |
| Admin fee / account holder | $3,516 | $12,400-71.6% | $10,762-67.3% | $11,403-69.2% |