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 | $167,427 | $90,745+84.5% | $130,231+28.6% | $75,163+122.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 5.68% | 34.45%-28.8pp | 38.77%-33.1pp | 160.62%-154.9pp |
| Employer contribution / active EE | $596 | $3,314-82.0% | $4,126-85.6% | $2,670-77.7% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,799-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,792 | $6,331-8.5% | $6,020-3.8% | $5,651+2.5% |