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 | $30,359 | $217,402-86.0% | $185,823-83.7% | $167,490-81.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.44% | 148.36%-139.9pp | 122.05%-113.6pp | 478.56%-470.1pp |
| Employer contribution / active EE | $994 | $5,873-83.1% | $5,167-80.8% | $4,837-79.5% |
| Participant deferral / active EE | $3,044 | $6,356-52.1% | $5,568-45.3% | $6,341-52.0% |
| Admin fee / account holder | $1,397 | $19,811-92.9% | $16,237-91.4% | $12,309-88.7% |