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 | $91,114 | $82,032+11.1% | $123,104-26.0% | $59,632+52.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -3.48% | 5.12%-8.6pp | 13.22%-16.7pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $557 | $3,297-83.1% | $5,151-89.2% | $2,203-74.7% |
| Participant deferral / active EE | $8,705 | $4,667+86.5% | $6,230+39.7% | $3,192+172.7% |
| Admin fee / account holder | $9,510 | $5,881+61.7% | $9,015+5.5% | $4,297+121.3% |