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 | $120,776 | $183,963-34.3% | $162,163-25.5% | $152,861-21.0% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.6%+7.2pp | 82.4%+12.3pp |
| Annual return | 11.05% | 150.76%-139.7pp | 115.59%-104.5pp | 345.32%-334.3pp |
| Employer contribution / active EE | $1,243 | $6,371-80.5% | $5,614-77.9% | $4,762-73.9% |
| Participant deferral / active EE | $8,550 | $8,034+6.4% | $7,298+17.2% | $5,850+46.2% |
| Admin fee / account holder | $47,047 | $13,121+258.6% | $10,843+333.9% | $11,596+305.7% |