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 | $150,852 | $209,411-28.0% | $178,490-15.5% | $158,922-5.1% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 2.61% | 188.75%-186.1pp | 151.07%-148.5pp | 302.83%-300.2pp |
| Employer contribution / active EE | $910 | $5,706-84.1% | $5,011-81.8% | $4,761-80.9% |
| Participant deferral / active EE | $3,508 | $5,954-41.1% | $5,202-32.6% | $5,982-41.4% |
| Admin fee / account holder | $191,896 | $17,074+1023.9% | $13,984+1272.3% | $11,246+1606.4% |