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 | $191,432 | $159,602+19.9% | $150,045+27.6% | $142,382+34.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 10.59% | 70.24%-59.6pp | 62.55%-52.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $592 | $4,961-88.1% | $4,693-87.4% | $4,299-86.2% |
| Participant deferral / active EE | $4,728 | $8,310-43.1% | $7,997-40.9% | $6,507-27.3% |
| Admin fee / account holder | $42,657 | $14,846+187.3% | $13,435+217.5% | $12,624+237.9% |