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 | $133,100 | $100,041+33.0% | $149,718-11.1% | $70,131+89.8% |
| Participation rate | 78.6% | 83.6%-5.0pp | 87.1%-8.5pp | 69.5%+9.0pp |
| Annual return | 12.89% | 27.43%-14.5pp | 1501.63%-1488.7pp | 73.14%-60.2pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,750 | $4,983-24.7% | $6,569-42.9% | $3,332+12.6% |
| Admin fee / account holder | $7,338 | $8,286-11.4% | $11,283-35.0% | $4,645+58.0% |