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 | $100,763 | $202,432-50.2% | $169,368-40.5% | $139,434-27.7% |
| Participation rate | 70.0% | 81.1%-11.1pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 8.08% | 531.74%-523.7pp | 405.60%-397.5pp | 372.94%-364.9pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,039 | $6,938-56.2% | $6,221-51.2% | $6,710-54.7% |
| Admin fee / account holder | $1,537 | $10,708-85.6% | $9,003-82.9% | $11,403-86.5% |