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 | $146,612 | $214,378-31.6% | $200,582-26.9% | $142,382+3.0% |
| Participation rate | 76.5% | 87.4%-11.0pp | 86.9%-10.4pp | 80.1%-3.6pp |
| Annual return | 11.34% | 46.41%-35.1pp | 42.33%-31.0pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,358 | $6,841-80.2% | $6,419-78.8% | $4,299-68.4% |
| Participant deferral / active EE | $3,394 | $9,865-65.6% | $9,331-63.6% | $6,507-47.8% |
| Admin fee / account holder | $17,727 | $17,692+0.2% | $16,305+8.7% | $12,624+40.4% |