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 | $63,764 | $202,318-68.5% | $172,739-63.1% | $152,861-58.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 5.07% | 1029.65%-1024.6pp | 802.84%-797.8pp | 345.32%-340.2pp |
| Employer contribution / active EE | $147 | $5,856-97.5% | $5,143-97.1% | $4,762-96.9% |
| Participant deferral / active EE | $3,000 | $5,948-49.6% | $5,198-42.3% | $5,850-48.7% |
| Admin fee / account holder | $12,350 | $17,109-27.8% | $13,954-11.5% | $11,596+6.5% |