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 9-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 | $41,794 | $183,963-77.3% | $162,163-74.2% | $152,861-72.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 10.15% | 150.76%-140.6pp | 115.59%-105.4pp | 345.32%-335.2pp |
| Employer contribution / active EE | $1,069 | $6,371-83.2% | $5,614-81.0% | $4,762-77.5% |
| Participant deferral / active EE | $6,645 | $8,034-17.3% | $7,298-8.9% | $5,850+13.6% |
| Admin fee / account holder | $2,151 | $13,121-83.6% | $10,843-80.2% | $11,596-81.5% |