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 4-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 | $151,047 | $86,929+73.8% | $102,423+47.5% | $80,856+86.8% |
| Participation rate | 81.3% | 72.4%+8.9pp | 76.5%+4.8pp | 67.6%+13.6pp |
| Annual return | 7.68% | 18.88%-11.2pp | 29.32%-21.6pp | 35.59%-27.9pp |
| Employer contribution / active EE | $12 | $2,369-99.5% | $3,023-99.6% | $2,755-99.6% |
| Participant deferral / active EE | $6,691 | $4,118+62.5% | $5,053+32.4% | $4,296+55.8% |
| Admin fee / account holder | $94,693 | $8,049+1076.5% | $9,451+902.0% | $6,918+1268.8% |