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 | $70,548 | $176,056-59.9% | $159,436-55.8% | $167,490-57.9% |
| Participation rate | 95.2% | 84.9%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 7.92% | 331.75%-323.8pp | 263.57%-255.6pp | 478.56%-470.6pp |
| Employer contribution / active EE | $936 | $5,297-82.3% | $4,829-80.6% | $4,837-80.6% |
| Participant deferral / active EE | $4,876 | $7,750-37.1% | $7,352-33.7% | $6,341-23.1% |
| Admin fee / account holder | $69,044 | $12,554+450.0% | $10,799+539.4% | $12,309+460.9% |