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 | $152,753 | $154,117-0.9% | $129,995+17.5% | $139,434+9.6% |
| Participation rate | 94.1% | 82.0%+12.2pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 6.92% | 32.48%-25.6pp | -137.18%+144.1pp | 372.94%-366.0pp |
| Employer contribution / active EE | $602 | $5,289-88.6% | $4,320-86.1% | $4,751-87.3% |
| Participant deferral / active EE | $3,429 | $6,710-48.9% | $5,820-41.1% | $6,710-48.9% |
| Admin fee / account holder | $51,337 | $14,007+266.5% | $10,614+383.7% | $11,403+350.2% |