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 | $123,061 | $171,865-28.4% | $149,718-17.8% | $147,584-16.6% |
| Participation rate | 84.2% | 88.2%-4.0pp | 87.1%-2.9pp | 82.8%+1.4pp |
| Annual return | 7.19% | 2113.22%-2106.0pp | 1501.63%-1494.4pp | 578.55%-571.4pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,861 | $7,271-46.9% | $6,569-41.2% | $5,439-29.0% |
| Admin fee / account holder | $24,813 | $13,799+79.8% | $11,283+119.9% | $10,885+128.0% |