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 | $33,869 | $202,318-83.3% | $172,739-80.4% | $152,861-77.8% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 12.13% | 1029.65%-1017.5pp | 802.84%-790.7pp | 345.32%-333.2pp |
| Employer contribution / active EE | $1,198 | $5,856-79.5% | $5,143-76.7% | $4,762-74.8% |
| Participant deferral / active EE | $4,384 | $5,948-26.3% | $5,198-15.7% | $5,850-25.1% |
| Admin fee / account holder | $53,533 | $17,109+212.9% | $13,954+283.6% | $11,596+361.6% |