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 | $192,577 | $217,402-11.4% | $185,823+3.6% | $167,490+15.0% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 5.52% | 148.36%-142.8pp | 122.05%-116.5pp | 478.56%-473.0pp |
| Employer contribution / active EE | $853 | $5,873-85.5% | $5,167-83.5% | $4,837-82.4% |
| Participant deferral / active EE | $5,707 | $6,356-10.2% | $5,568+2.5% | $6,341-10.0% |
| Admin fee / account holder | $2,455 | $19,811-87.6% | $16,237-84.9% | $12,309-80.1% |