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 | $93,301 | $179,726-48.1% | $156,263-40.3% | $142,382-34.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 4.38% | 77.86%-73.5pp | 59.47%-55.1pp | 217.08%-212.7pp |
| Employer contribution / active EE | $534 | $5,069-89.5% | $4,333-87.7% | $4,299-87.6% |
| Participant deferral / active EE | $22,150 | $6,956+218.4% | $6,158+259.7% | $6,507+240.4% |
| Admin fee / account holder | $146,018 | $17,272+745.4% | $14,255+924.3% | $12,624+1056.7% |