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 | $235,839 | $74,927+214.8% | $101,794+131.7% | $84,808+178.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 12.10% | 18.70%-6.6pp | 30.53%-18.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $319 | $1,522-79.1% | $2,289-86.1% | $2,631-87.9% |
| Participant deferral / active EE | $2,282 | $3,099-26.4% | $4,084-44.1% | $4,212-45.8% |
| Admin fee / account holder | $10,067 | $6,514+54.5% | $8,777+14.7% | $7,344+37.1% |