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 | $59,701 | $202,318-70.5% | $172,739-65.4% | $152,861-60.9% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.4%+11.3pp |
| Annual return | 12.38% | 1029.65%-1017.3pp | 802.84%-790.5pp | 345.32%-332.9pp |
| Employer contribution / active EE | $865 | $5,856-85.2% | $5,143-83.2% | $4,762-81.8% |
| Participant deferral / active EE | $4,527 | $5,948-23.9% | $5,198-12.9% | $5,850-22.6% |
| Admin fee / account holder | $211,645 | $17,109+1137.1% | $13,954+1416.7% | $11,596+1725.1% |