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 | $92,644 | $176,056-47.4% | $159,436-41.9% | $167,490-44.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.90% | 331.75%-322.9pp | 263.57%-254.7pp | 478.56%-469.7pp |
| Employer contribution / active EE | $903 | $5,297-82.9% | $4,829-81.3% | $4,837-81.3% |
| Participant deferral / active EE | $5,373 | $7,750-30.7% | $7,352-26.9% | $6,341-15.3% |
| Admin fee / account holder | $89,859 | $12,554+615.8% | $10,799+732.1% | $12,309+630.0% |