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 5-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 | $89,655 | $177,572-49.5% | $154,803-42.1% | $142,382-37.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.53% | 65.07%-54.5pp | 58.88%-48.4pp | 217.08%-206.5pp |
| Employer contribution / active EE | $716 | $4,810-85.1% | $4,305-83.4% | $4,299-83.4% |
| Participant deferral / active EE | $31,060 | $6,272+395.2% | $5,540+460.6% | $6,507+377.3% |
| Admin fee / account holder | $5,286 | $16,786-68.5% | $14,329-63.1% | $12,624-58.1% |