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 | $94,459 | $153,772-38.6% | $133,980-29.5% | $273,961-65.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | -6.30% | 36.51%-42.8pp | 29.30%-35.6pp | 41.45%-47.8pp |
| Employer contribution / active EE | $706 | $6,029-88.3% | $5,211-86.5% | $4,869-85.5% |
| Participant deferral / active EE | $5,384 | $6,958-22.6% | $6,282-14.3% | $5,287+1.8% |
| Admin fee / account holder | $451 | $11,765-96.2% | $9,324-95.2% | $10,132-95.6% |