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 | $123,619 | $154,117-19.8% | $129,995-4.9% | $139,434-11.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 8.64% | 32.48%-23.8pp | -137.18%+145.8pp | 372.94%-364.3pp |
| Employer contribution / active EE | $387 | $5,289-92.7% | $4,320-91.0% | $4,751-91.9% |
| Participant deferral / active EE | $4,063 | $6,710-39.4% | $5,820-30.2% | $6,710-39.4% |
| Admin fee / account holder | $13,235 | $14,007-5.5% | $10,614+24.7% | $11,403+16.1% |