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 | $136,704 | $165,984-17.6% | $164,813-17.1% | $145,922-6.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.35% | 100.03%-93.7pp | 69.93%-63.6pp | 561.29%-554.9pp |
| Employer contribution / active EE | $497 | $5,273-90.6% | $4,341-88.5% | $4,660-89.3% |
| Participant deferral / active EE | $5,489 | $6,959-21.1% | $6,031-9.0% | $6,688-17.9% |
| Admin fee / account holder | $1,292 | $16,648-92.2% | $12,690-89.8% | $13,397-90.4% |