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 | $46,374 | $217,402-78.7% | $185,823-75.0% | $167,490-72.3% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 8.62% | 148.36%-139.7pp | 122.05%-113.4pp | 478.56%-469.9pp |
| Employer contribution / active EE | $764 | $5,873-87.0% | $5,167-85.2% | $4,837-84.2% |
| Participant deferral / active EE | $4,581 | $6,356-27.9% | $5,568-17.7% | $6,341-27.8% |
| Admin fee / account holder | $19,627 | $19,811-0.9% | $16,237+20.9% | $12,309+59.4% |