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 | $78,893 | $74,888+5.3% | $71,209+10.8% | $142,382-44.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 4.95% | 345.14%-340.2pp | 282.51%-277.6pp | 217.08%-212.1pp |
| Employer contribution / active EE | $178 | $2,854-93.8% | $2,721-93.4% | $4,299-95.9% |
| Participant deferral / active EE | $706 | $4,454-84.1% | $4,175-83.1% | $6,507-89.1% |
| Admin fee / account holder | $786 | $5,568-85.9% | $5,349-85.3% | $12,624-93.8% |