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 6-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 | $34,030 | $154,228-77.9% | $145,433-76.6% | $137,256-75.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 9.71% | 74.59%-64.9pp | 66.58%-56.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $785 | $4,804-83.7% | $4,554-82.8% | $4,156-81.1% |
| Participant deferral / active EE | $6,642 | $8,216-19.2% | $7,897-15.9% | $6,407+3.7% |
| Admin fee / account holder | $4,834 | $14,344-66.3% | $13,129-63.2% | $12,270-60.6% |