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 | $169,710 | $202,318-16.1% | $172,739-1.8% | $152,861+11.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 8.78% | 1029.65%-1020.9pp | 802.84%-794.1pp | 345.32%-336.5pp |
| Employer contribution / active EE | $701 | $5,856-88.0% | $5,143-86.4% | $4,762-85.3% |
| Participant deferral / active EE | $5,366 | $5,948-9.8% | $5,198+3.2% | $5,850-8.3% |
| Admin fee / account holder | $2,963 | $17,109-82.7% | $13,954-78.8% | $11,596-74.5% |