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 | $144,130 | $152,587-5.5% | $125,175+15.1% | $152,861-5.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 4.49% | 54.84%-50.4pp | 43.79%-39.3pp | 345.32%-340.8pp |
| Employer contribution / active EE | $461 | $4,946-90.7% | $3,865-88.1% | $4,762-90.3% |
| Participant deferral / active EE | $2,911 | $5,868-50.4% | $4,937-41.0% | $5,850-50.2% |
| Admin fee / account holder | $2,479 | $13,434-81.5% | $9,702-74.5% | $11,596-78.6% |