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 7-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 | $40,504 | $177,572-77.2% | $154,803-73.8% | $142,382-71.6% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 6.92% | 65.07%-58.2pp | 58.88%-52.0pp | 217.08%-210.2pp |
| Employer contribution / active EE | $739 | $4,810-84.6% | $4,305-82.8% | $4,299-82.8% |
| Participant deferral / active EE | $3,250 | $6,272-48.2% | $5,540-41.3% | $6,507-50.1% |
| Admin fee / account holder | $1,868 | $16,786-88.9% | $14,329-87.0% | $12,624-85.2% |