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 | $175,545 | $148,534+18.2% | $135,903+29.2% | $139,434+25.9% |
| Participation rate | 77.3% | 83.9%-6.6pp | 81.9%-4.6pp | 80.3%-3.0pp |
| Annual return | 7.59% | 79.19%-71.6pp | 68.23%-60.6pp | 372.94%-365.4pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,108 | $8,100-49.3% | $7,758-47.0% | $6,710-38.8% |
| Admin fee / account holder | $4,706 | $12,400-62.1% | $10,762-56.3% | $11,403-58.7% |