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 | $65,478 | $114,381-42.8% | $107,525-39.1% | $142,382-54.0% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 8.31% | 242.71%-234.4pp | 181.32%-173.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $333 | $4,015-91.7% | $3,754-91.1% | $4,299-92.2% |
| Participant deferral / active EE | $3,407 | $5,564-38.8% | $5,116-33.4% | $6,507-47.6% |
| Admin fee / account holder | $1,270 | $9,860-87.1% | $8,919-85.8% | $12,624-89.9% |