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 | $119,328 | $171,865-30.6% | $149,718-20.3% | $147,584-19.1% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 7.20% | 2113.22%-2106.0pp | 1501.63%-1494.4pp | 578.55%-571.3pp |
| Employer contribution / active EE | $1,322 | $6,275-78.9% | $5,445-75.7% | $4,876-72.9% |
| Participant deferral / active EE | $3,300 | $7,271-54.6% | $6,569-49.8% | $5,439-39.3% |
| Admin fee / account holder | $15,966 | $13,799+15.7% | $11,283+41.5% | $10,885+46.7% |