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 | $83,979 | $209,832-60.0% | $189,513-55.7% | $167,490-49.9% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 7.80% | 748.27%-740.5pp | 555.15%-547.4pp | 478.56%-470.8pp |
| Employer contribution / active EE | $997 | $6,914-85.6% | $6,162-83.8% | $4,837-79.4% |
| Participant deferral / active EE | $3,625 | $8,935-59.4% | $8,221-55.9% | $6,341-42.8% |
| Admin fee / account holder | $2,930 | $14,293-79.5% | $12,045-75.7% | $12,309-76.2% |