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 | $161,224 | $104,475+54.3% | $159,436+1.1% | $79,386+103.1% |
| Participation rate | 70.8% | 76.6%-5.9pp | 82.8%-12.1pp | 70.7%0pp |
| Annual return | 9.87% | 67.95%-58.1pp | 263.57%-253.7pp | 116.85%-107.0pp |
| Employer contribution / active EE | $581 | $3,417-83.0% | $4,829-88.0% | $2,427-76.1% |
| Participant deferral / active EE | $10,290 | $6,467+59.1% | $7,352+40.0% | $4,046+154.3% |
| Admin fee / account holder | $6,892 | $711+869.1% | $10,799-36.2% | $626+1000.2% |