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 | $142,287 | $197,591-28.0% | $177,821-20.0% | $158,922-10.5% |
| Participation rate | 78.3% | 88.5%-10.3pp | 87.7%-9.5pp | 82.0%-3.7pp |
| Annual return | 6.54% | 58.76%-52.2pp | 48.32%-41.8pp | 302.83%-296.3pp |
| Employer contribution / active EE | $162 | $6,697-97.6% | $5,918-97.3% | $4,761-96.6% |
| Participant deferral / active EE | $5,574 | $8,405-33.7% | $7,714-27.7% | $5,982-6.8% |
| Admin fee / account holder | $22,673 | $15,399+47.2% | $12,427+82.4% | $11,246+101.6% |