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 | $178,174-47.6% | $156,181-40.3% | $137,256-32.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 4.38% | 84.19%-79.8pp | 64.87%-60.5pp | 220.34%-216.0pp |
| Employer contribution / active EE | $534 | $4,972-89.3% | $4,294-87.6% | $4,156-87.2% |
| Participant deferral / active EE | $22,150 | $6,888+221.6% | $6,132+261.2% | $6,407+245.7% |
| Admin fee / account holder | $146,018 | $17,404+739.0% | $14,586+901.1% | $12,270+1090.0% |