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 | $93,541 | $137,414-31.9% | $189,513-50.6% | $85,850+9.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 10.03% | 38.14%-28.1pp | 555.15%-545.1pp | 318.53%-308.5pp |
| Employer contribution / active EE | $905 | $4,344-79.2% | $6,162-85.3% | $2,565-64.7% |
| Participant deferral / active EE | $3,564 | $6,260-43.1% | $8,221-56.6% | $3,952-9.8% |
| Admin fee / account holder | $12,538 | $8,630+45.3% | $12,045+4.1% | $6,260+100.3% |