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 | $68,968 | $201,272-65.7% | $184,203-62.6% | $145,922-52.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.63% | 29.00%-24.4pp | 28.81%-24.2pp | 561.29%-556.7pp |
| Employer contribution / active EE | $1,327 | $7,022-81.1% | $6,427-79.4% | $4,660-71.5% |
| Participant deferral / active EE | $5,000 | $9,806-49.0% | $9,131-45.2% | $6,688-25.2% |
| Admin fee / account holder | $1,551 | $16,364-90.5% | $13,901-88.8% | $13,397-88.4% |