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 | $211,790 | $175,202+20.9% | $149,673+41.5% | $139,434+51.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.22% | 166.71%-157.5pp | 134.42%-125.2pp | 372.94%-363.7pp |
| Employer contribution / active EE | $24 | $5,474-99.6% | $4,818-99.5% | $4,751-99.5% |
| Participant deferral / active EE | $7,830 | $6,519+20.1% | $5,680+37.8% | $6,710+16.7% |
| Admin fee / account holder | $1,292 | $16,150-92.0% | $13,210-90.2% | $11,403-88.7% |