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 7-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 | $30,941 | $217,402-85.8% | $185,823-83.3% | $167,490-81.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.96% | 148.36%-141.4pp | 122.05%-115.1pp | 478.56%-471.6pp |
| Employer contribution / active EE | $1,135 | $5,873-80.7% | $5,167-78.0% | $4,837-76.5% |
| Participant deferral / active EE | $7,583 | $6,356+19.3% | $5,568+36.2% | $6,341+19.6% |
| Admin fee / account holder | $451 | $19,811-97.7% | $16,237-97.2% | $12,309-96.3% |