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 | $91,864 | $183,963-50.1% | $162,163-43.4% | $152,861-39.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 10.87% | 150.76%-139.9pp | 115.59%-104.7pp | 345.32%-334.5pp |
| Employer contribution / active EE | $1,223 | $6,371-80.8% | $5,614-78.2% | $4,762-74.3% |
| Participant deferral / active EE | $7,658 | $8,034-4.7% | $7,298+4.9% | $5,850+30.9% |
| Admin fee / account holder | $1,858 | $13,121-85.8% | $10,843-82.9% | $11,596-84.0% |