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 | $107,498 | $150,440-28.5% | $136,294-21.1% | $147,584-27.2% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 9.61% | 1049.08%-1039.5pp | 5155.94%-5146.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $464 | $5,256-91.2% | $4,695-90.1% | $4,876-90.5% |
| Participant deferral / active EE | $5,853 | $6,630-11.7% | $6,247-6.3% | $5,439+7.6% |
| Admin fee / account holder | $55,992 | $10,905+413.4% | $9,243+505.8% | $10,885+414.4% |