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 | $71,574 | $100,773-29.0% | $88,946-19.5% | $142,382-49.7% |
| Participation rate | 89.5% | 74.3%+15.2pp | 68.8%+20.6pp | 80.1%+9.4pp |
| Annual return | 9.38% | 70.18%-60.8pp | 57.82%-48.4pp | 217.08%-207.7pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,215 | $5,230+18.8% | $4,581+35.7% | $6,507-4.5% |
| Admin fee / account holder | $19,045 | $9,693+96.5% | $8,261+130.5% | $12,624+50.9% |