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 | $130,217 | $209,411-37.8% | $178,490-27.0% | $158,922-18.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.93% | 188.75%-186.8pp | 151.07%-149.1pp | 302.83%-300.9pp |
| Employer contribution / active EE | $696 | $5,706-87.8% | $5,011-86.1% | $4,761-85.4% |
| Participant deferral / active EE | $3,300 | $5,954-44.6% | $5,202-36.6% | $5,982-44.8% |
| Admin fee / account holder | $546 | $17,074-96.8% | $13,984-96.1% | $11,246-95.1% |