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 | $119,292 | $63,861+86.8% | $104,607+14.0% | $79,858+49.4% |
| Participation rate | 93.1% | 64.9%+28.2pp | 74.1%+19.0pp | 69.6%+23.5pp |
| Annual return | 9.26% | 21.30%-12.0pp | 340.46%-331.2pp | 31.71%-22.5pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,105 | $2,693+15.3% | $3,740-17.0% | $3,740-17.0% |
| Admin fee / account holder | $53,697 | $4,185+1183.1% | $6,473+729.5% | $5,306+911.9% |