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 | $43,309 | $209,411-79.3% | $178,490-75.7% | $158,922-72.7% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 5.44% | 188.75%-183.3pp | 151.07%-145.6pp | 302.83%-297.4pp |
| Employer contribution / active EE | $717 | $5,706-87.4% | $5,011-85.7% | $4,761-84.9% |
| Participant deferral / active EE | $2,106 | $5,954-64.6% | $5,202-59.5% | $5,982-64.8% |
| Admin fee / account holder | $3,085 | $17,074-81.9% | $13,984-77.9% | $11,246-72.6% |