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 | $94,025 | $102,317-8.1% | $146,958-36.0% | $80,856+16.3% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 9.76% | 134.76%-125.0pp | 418.34%-408.6pp | 35.59%-25.8pp |
| Employer contribution / active EE | $776 | $3,713-79.1% | $4,933-84.3% | $2,755-71.8% |
| Participant deferral / active EE | $9,612 | $6,644+44.7% | $8,070+19.1% | $4,296+123.7% |
| Admin fee / account holder | $749 | $7,941-90.6% | $12,998-94.2% | $6,918-89.2% |