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 | $134,574 | $152,587-11.8% | $125,175+7.5% | $152,861-12.0% |
| Participation rate | 95.5% | 83.3%+12.1pp | 79.8%+15.7pp | 82.4%+13.0pp |
| Annual return | 4.20% | 54.84%-50.6pp | 43.79%-39.6pp | 345.32%-341.1pp |
| Employer contribution / active EE | $171 | $4,946-96.5% | $3,865-95.6% | $4,762-96.4% |
| Participant deferral / active EE | $4,939 | $5,868-15.8% | $4,937+0.1% | $5,850-15.6% |
| Admin fee / account holder | $35,020 | $13,434+160.7% | $9,702+261.0% | $11,596+202.0% |