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 | $76,712 | $171,865-55.4% | $149,718-48.8% | $147,584-48.0% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 5.76% | 2113.22%-2107.5pp | 1501.63%-1495.9pp | 578.55%-572.8pp |
| Employer contribution / active EE | $568 | $6,275-90.9% | $5,445-89.6% | $4,876-88.4% |
| Participant deferral / active EE | $2,550 | $7,271-64.9% | $6,569-61.2% | $5,439-53.1% |
| Admin fee / account holder | $1,750 | $13,799-87.3% | $11,283-84.5% | $10,885-83.9% |