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 | $227,476 | $148,534+53.1% | $135,903+67.4% | $139,434+63.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 9.12% | 79.19%-70.1pp | 68.23%-59.1pp | 372.94%-363.8pp |
| Employer contribution / active EE | $514 | $5,243-90.2% | $4,856-89.4% | $4,751-89.2% |
| Participant deferral / active EE | $2,600 | $8,100-67.9% | $7,758-66.5% | $6,710-61.3% |
| Admin fee / account holder | $5,669 | $12,400-54.3% | $10,762-47.3% | $11,403-50.3% |