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 | $101,249 | $114,381-11.5% | $107,525-5.8% | $142,382-28.9% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 8.86% | 242.71%-233.8pp | 181.32%-172.5pp | 217.08%-208.2pp |
| Employer contribution / active EE | $482 | $4,015-88.0% | $3,754-87.2% | $4,299-88.8% |
| Participant deferral / active EE | $1,927 | $5,564-65.4% | $5,116-62.3% | $6,507-70.4% |
| Admin fee / account holder | $27,531 | $9,860+179.2% | $8,919+208.7% | $12,624+118.1% |