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 | $38,075 | $209,832-81.9% | $189,513-79.9% | $167,490-77.3% |
| Participation rate | 94.4% | 88.7%+5.8pp | 87.8%+6.6pp | 82.1%+12.3pp |
| Annual return | 6.84% | 748.27%-741.4pp | 555.15%-548.3pp | 478.56%-471.7pp |
| Employer contribution / active EE | $1,404 | $6,914-79.7% | $6,162-77.2% | $4,837-71.0% |
| Participant deferral / active EE | $3,535 | $8,935-60.4% | $8,221-57.0% | $6,341-44.3% |
| Admin fee / account holder | $40,678 | $14,293+184.6% | $12,045+237.7% | $12,309+230.5% |