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 | $224,564 | $214,378+4.8% | $200,582+12.0% | $142,382+57.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 11.39% | 46.41%-35.0pp | 42.33%-30.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $710 | $6,841-89.6% | $6,419-88.9% | $4,299-83.5% |
| Participant deferral / active EE | $7,135 | $9,865-27.7% | $9,331-23.5% | $6,507+9.7% |
| Admin fee / account holder | $10,106 | $17,692-42.9% | $16,305-38.0% | $12,624-19.9% |