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 | $207,188 | $201,272+2.9% | $184,203+12.5% | $145,922+42.0% |
| Participation rate | 77.3% | 87.5%-10.2pp | 86.8%-9.5pp | 80.3%-3.0pp |
| Annual return | 8.08% | 29.00%-20.9pp | 28.81%-20.7pp | 561.29%-553.2pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,860 | $9,806-30.0% | $9,131-24.9% | $6,688+2.6% |
| Admin fee / account holder | $2,768 | $16,364-83.1% | $13,901-80.1% | $13,397-79.3% |