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 | $175,284 | $165,984+5.6% | $164,813+6.4% | $145,922+20.1% |
| Participation rate | 70.8% | 82.0%-11.2pp | 78.6%-7.8pp | 80.3%-9.4pp |
| Annual return | 8.65% | 100.03%-91.4pp | 69.93%-61.3pp | 561.29%-552.6pp |
| Employer contribution / active EE | $964 | $5,273-81.7% | $4,341-77.8% | $4,660-79.3% |
| Participant deferral / active EE | $7,125 | $6,959+2.4% | $6,031+18.1% | $6,688+6.5% |
| Admin fee / account holder | $55,121 | $16,648+231.1% | $12,690+334.4% | $13,397+311.4% |