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 9-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 | $71,905 | $202,318-64.5% | $172,739-58.4% | $152,861-53.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 4.18% | 1029.65%-1025.5pp | 802.84%-798.7pp | 345.32%-341.1pp |
| Employer contribution / active EE | $1,001 | $5,856-82.9% | $5,143-80.5% | $4,762-79.0% |
| Participant deferral / active EE | $5,291 | $5,948-11.1% | $5,198+1.8% | $5,850-9.6% |
| Admin fee / account holder | $668 | $17,109-96.1% | $13,954-95.2% | $11,596-94.2% |