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 | $61,323 | $217,402-71.8% | $185,823-67.0% | $167,490-63.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.20% | 148.36%-140.2pp | 122.05%-113.9pp | 478.56%-470.4pp |
| Employer contribution / active EE | $1,131 | $5,873-80.7% | $5,167-78.1% | $4,837-76.6% |
| Participant deferral / active EE | $8,358 | $6,356+31.5% | $5,568+50.1% | $6,341+31.8% |
| Admin fee / account holder | $52,281 | $19,811+163.9% | $16,237+222.0% | $12,309+324.7% |