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 | $36,687 | $202,318-81.9% | $172,739-78.8% | $152,861-76.0% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 11.48% | 1029.65%-1018.2pp | 802.84%-791.4pp | 345.32%-333.8pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,419 | $5,948+7.9% | $5,198+23.5% | $5,850+9.7% |
| Admin fee / account holder | $9,651 | $17,109-43.6% | $13,954-30.8% | $11,596-16.8% |