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 | $52,199 | $217,402-76.0% | $185,823-71.9% | $167,490-68.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.33% | 148.36%-141.0pp | 122.05%-114.7pp | 478.56%-471.2pp |
| Employer contribution / active EE | $911 | $5,873-84.5% | $5,167-82.4% | $4,837-81.2% |
| Participant deferral / active EE | $7,204 | $6,356+13.3% | $5,568+29.4% | $6,341+13.6% |
| Admin fee / account holder | $511 | $19,811-97.4% | $16,237-96.9% | $12,309-95.8% |