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 | $227,461 | $65,561+246.9% | $86,188+163.9% | $75,163+202.6% |
| Participation rate | 76.9% | 60.5%+16.4pp | 69.0%+8.0pp | 67.2%+9.7pp |
| Annual return | 10.60% | 46.05%-35.5pp | 1168.45%-1157.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,174 | $3,024+71.1% | $3,985+29.8% | $4,125+25.4% |
| Admin fee / account holder | $55,097 | $5,474+906.5% | $6,852+704.1% | $5,651+875.0% |