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 | $95,446 | $135,952-29.8% | $123,892-23.0% | $273,961-65.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | -0.14% | 56.63%-56.8pp | 47.52%-47.7pp | 41.45%-41.6pp |
| Employer contribution / active EE | $176 | $5,170-96.6% | $4,617-96.2% | $4,869-96.4% |
| Participant deferral / active EE | $4,251 | $6,343-33.0% | $5,984-29.0% | $5,287-19.6% |
| Admin fee / account holder | $58,127 | $9,817+492.1% | $8,357+595.6% | $10,132+473.7% |