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 | $154,228-31.8% | $145,433-27.6% | $137,256-23.3% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 9.25% | 74.59%-65.3pp | 66.58%-57.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $472 | $4,804-90.2% | $4,554-89.6% | $4,156-88.7% |
| Participant deferral / active EE | $5,227 | $8,216-36.4% | $7,897-33.8% | $6,407-18.4% |
| Admin fee / account holder | $3,580 | $14,344-75.0% | $13,129-72.7% | $12,270-70.8% |