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 | $79,887 | $102,317-21.9% | $146,958-45.6% | $80,856-1.2% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 9.17% | 134.76%-125.6pp | 418.34%-409.2pp | 35.59%-26.4pp |
| Employer contribution / active EE | $469 | $3,713-87.4% | $4,933-90.5% | $2,755-83.0% |
| Participant deferral / active EE | $3,267 | $6,644-50.8% | $8,070-59.5% | $4,296-24.0% |
| Admin fee / account holder | $7,177 | $7,941-9.6% | $12,998-44.8% | $6,918+3.7% |