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 | $105,241 | $159,602-34.1% | $150,045-29.9% | $142,382-26.1% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.3%-3.4pp | 80.1%-1.2pp |
| Annual return | 9.25% | 70.24%-61.0pp | 62.55%-53.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $472 | $4,961-90.5% | $4,693-89.9% | $4,299-89.0% |
| Participant deferral / active EE | $5,227 | $8,310-37.1% | $7,997-34.6% | $6,507-19.7% |
| Admin fee / account holder | $3,580 | $14,846-75.9% | $13,435-73.4% | $12,624-71.6% |