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 | $200,657 | $238,490-15.9% | $180,183+11.4% | $142,382+40.9% |
| Participation rate | 93.8% | 82.3%+11.5pp | 77.4%+16.3pp | 80.1%+13.6pp |
| Annual return | 10.00% | 33.56%-23.6pp | 27.86%-17.9pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1 | $6,143-100.0% | $5,039-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,893 | $7,996+11.2% | $6,822+30.3% | $6,507+36.7% |
| Admin fee / account holder | $127,040 | $28,866+340.1% | $19,975+536.0% | $12,624+906.4% |