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 | $137,510 | $49,922+175.4% | $80,569+70.7% | $75,163+82.9% |
| Participation rate | 93.3% | 55.3%+38.0pp | 67.0%+26.3pp | 67.2%+26.1pp |
| Annual return | 13.62% | 34.69%-21.1pp | 935.43%-921.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $83 | $1,698-95.1% | $2,723-96.9% | $2,670-96.9% |
| Participant deferral / active EE | $5,528 | $2,990+84.8% | $4,447+24.3% | $4,125+34.0% |
| Admin fee / account holder | $11,092 | $3,577+210.1% | $5,377+106.3% | $5,651+96.3% |