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 | $220,748 | $152,587+44.7% | $125,175+76.4% | $152,861+44.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 1.98% | 54.84%-52.9pp | 43.79%-41.8pp | 345.32%-343.3pp |
| Employer contribution / active EE | $910 | $4,946-81.6% | $3,865-76.5% | $4,762-80.9% |
| Participant deferral / active EE | $12,250 | $5,868+108.8% | $4,937+148.1% | $5,850+109.4% |
| Admin fee / account holder | $4,969 | $13,434-63.0% | $9,702-48.8% | $11,596-57.2% |