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 | $63,798 | $154,117-58.6% | $129,995-50.9% | $139,434-54.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 8.84% | 32.48%-23.6pp | -137.18%+146.0pp | 372.94%-364.1pp |
| Employer contribution / active EE | $786 | $5,289-85.1% | $4,320-81.8% | $4,751-83.5% |
| Participant deferral / active EE | $6,410 | $6,710-4.5% | $5,820+10.1% | $6,710-4.5% |
| Admin fee / account holder | $3,724 | $14,007-73.4% | $10,614-64.9% | $11,403-67.3% |