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 | $85,674 | $180,749-52.6% | $160,784-46.7% | $137,256-37.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 8.10% | 2234.46%-2226.4pp | 1803.92%-1795.8pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,396 | $6,844+81.1% | $6,293+97.0% | $6,407+93.5% |
| Admin fee / account holder | $66,893 | $10,397+543.4% | $9,717+588.4% | $12,270+445.2% |