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 | $92,300 | $198,466-53.5% | $170,442-45.8% | $147,584-37.5% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 1.01% | 257.29%-256.3pp | 205.93%-204.9pp | 578.55%-577.5pp |
| Employer contribution / active EE | $412 | $6,184-93.3% | $5,433-92.4% | $4,876-91.6% |
| Participant deferral / active EE | $3,008 | $5,629-46.6% | $4,939-39.1% | $5,439-44.7% |
| Admin fee / account holder | $4,370 | $16,852-74.1% | $13,880-68.5% | $10,885-59.9% |