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 | $75,500 | $150,440-49.8% | $136,294-44.6% | $147,584-48.8% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 10.12% | 1049.08%-1039.0pp | 5155.94%-5145.8pp | 578.55%-568.4pp |
| Employer contribution / active EE | $828 | $5,256-84.2% | $4,695-82.4% | $4,876-83.0% |
| Participant deferral / active EE | $4,479 | $6,630-32.5% | $6,247-28.3% | $5,439-17.6% |
| Admin fee / account holder | $6,473 | $10,905-40.6% | $9,243-30.0% | $10,885-40.5% |