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 | $48,887 | $198,466-75.4% | $170,442-71.3% | $147,584-66.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.90% | 257.29%-251.4pp | 205.93%-200.0pp | 578.55%-572.6pp |
| Employer contribution / active EE | $618 | $6,184-90.0% | $5,433-88.6% | $4,876-87.3% |
| Participant deferral / active EE | $3,315 | $5,629-41.1% | $4,939-32.9% | $5,439-39.0% |
| Admin fee / account holder | $31,625 | $16,852+87.7% | $13,880+127.8% | $10,885+190.5% |