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 7-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 | $88,582 | $165,335-46.4% | $149,696-40.8% | $158,922-44.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 7.50% | 348.15%-340.6pp | 276.60%-269.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $122 | $5,103-97.6% | $4,644-97.4% | $4,761-97.4% |
| Participant deferral / active EE | $13,771 | $7,181+91.8% | $6,842+101.3% | $5,982+130.2% |
| Admin fee / account holder | $79,251 | $10,807+633.4% | $9,309+751.4% | $11,246+604.7% |