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 | $152,519 | $179,726-15.1% | $156,263-2.4% | $142,382+7.1% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.9%-8.3pp | 80.1%-9.5pp |
| Annual return | 7.69% | 77.86%-70.2pp | 59.47%-51.8pp | 217.08%-209.4pp |
| Employer contribution / active EE | $270 | $5,069-94.7% | $4,333-93.8% | $4,299-93.7% |
| Participant deferral / active EE | $8,198 | $6,956+17.8% | $6,158+33.1% | $6,507+26.0% |
| Admin fee / account holder | $123,644 | $17,272+615.9% | $14,255+767.4% | $12,624+879.5% |