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 | $39,727 | $198,466-80.0% | $170,442-76.7% | $147,584-73.1% |
| Participation rate | 89.5% | 88.0%+1.5pp | 83.6%+5.9pp | 82.8%+6.6pp |
| Annual return | 8.59% | 257.29%-248.7pp | 205.93%-197.3pp | 578.55%-570.0pp |
| Employer contribution / active EE | $1,105 | $6,184-82.1% | $5,433-79.7% | $4,876-77.3% |
| Participant deferral / active EE | $4,446 | $5,629-21.0% | $4,939-10.0% | $5,439-18.2% |
| Admin fee / account holder | $50,706 | $16,852+200.9% | $13,880+265.3% | $10,885+365.8% |