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 | $188,282 | $209,832-10.3% | $189,513-0.6% | $167,490+12.4% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 8.78% | 748.27%-739.5pp | 555.15%-546.4pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,155 | $6,914-83.3% | $6,162-81.2% | $4,837-76.1% |
| Participant deferral / active EE | $4,658 | $8,935-47.9% | $8,221-43.3% | $6,341-26.5% |
| Admin fee / account holder | $9,190 | $14,293-35.7% | $12,045-23.7% | $12,309-25.3% |