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 | $47,699 | $179,726-73.5% | $156,263-69.5% | $142,382-66.5% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 8.93% | 77.86%-68.9pp | 59.47%-50.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $105 | $5,069-97.9% | $4,333-97.6% | $4,299-97.6% |
| Participant deferral / active EE | $3,317 | $6,956-52.3% | $6,158-46.1% | $6,507-49.0% |
| Admin fee / account holder | $24,317 | $17,272+40.8% | $14,255+70.6% | $12,624+92.6% |