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 8-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 | $100,378 | $214,378-53.2% | $200,582-50.0% | $142,382-29.5% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 9.45% | 46.41%-37.0pp | 42.33%-32.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,107 | $6,841-83.8% | $6,419-82.7% | $4,299-74.2% |
| Participant deferral / active EE | $5,200 | $9,865-47.3% | $9,331-44.3% | $6,507-20.1% |
| Admin fee / account holder | $44,320 | $17,692+150.5% | $16,305+171.8% | $12,624+251.1% |