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 | $74,037 | $93,571-20.9% | $135,903-45.5% | $75,163-1.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 10.34% | 30.90%-20.6pp | 68.23%-57.9pp | 160.62%-150.3pp |
| Employer contribution / active EE | $130 | $3,537-96.3% | $4,856-97.3% | $2,670-95.1% |
| Participant deferral / active EE | $2,723 | $6,404-57.5% | $7,758-64.9% | $4,125-34.0% |
| Admin fee / account holder | $2,342 | $6,975-66.4% | $10,762-78.2% | $5,651-58.6% |