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 | $122,429 | $202,318-39.5% | $172,739-29.1% | $152,861-19.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.25% | 1029.65%-1019.4pp | 802.84%-792.6pp | 345.32%-335.1pp |
| Employer contribution / active EE | $816 | $5,856-86.1% | $5,143-84.1% | $4,762-82.9% |
| Participant deferral / active EE | $2,768 | $5,948-53.5% | $5,198-46.7% | $5,850-52.7% |
| Admin fee / account holder | $12,778 | $17,109-25.3% | $13,954-8.4% | $11,596+10.2% |