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 | $165,116 | $95,416+73.0% | $185,823-11.1% | $85,850+92.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.19% | 23.59%-13.4pp | 122.05%-111.9pp | 318.53%-308.3pp |
| Employer contribution / active EE | $323 | $3,314-90.3% | $5,167-93.8% | $2,565-87.4% |
| Participant deferral / active EE | $6,129 | $3,423+79.0% | $5,568+10.1% | $3,952+55.1% |
| Admin fee / account holder | $9,220 | $7,213+27.8% | $16,237-43.2% | $6,260+47.3% |