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 | $181,115 | $137,414+31.8% | $189,513-4.4% | $85,850+111.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 11.56% | 38.14%-26.6pp | 555.15%-543.6pp | 318.53%-307.0pp |
| Employer contribution / active EE | $562 | $4,344-87.1% | $6,162-90.9% | $2,565-78.1% |
| Participant deferral / active EE | $5,249 | $6,260-16.1% | $8,221-36.1% | $3,952+32.8% |
| Admin fee / account holder | $43,756 | $8,630+407.0% | $12,045+263.3% | $6,260+599.0% |