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 | $199,491 | $159,901+24.8% | $146,958+35.7% | $145,922+36.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 7.30% | 98.13%-90.8pp | 418.34%-411.0pp | 561.29%-554.0pp |
| Employer contribution / active EE | $973 | $5,286-81.6% | $4,933-80.3% | $4,660-79.1% |
| Participant deferral / active EE | $8,945 | $8,428+6.1% | $8,070+10.8% | $6,688+33.7% |
| Admin fee / account holder | $5,851 | $15,044-61.1% | $12,998-55.0% | $13,397-56.3% |