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 | $127,891 | $209,832-39.1% | $189,513-32.5% | $167,490-23.6% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 4.92% | 748.27%-743.4pp | 555.15%-550.2pp | 478.56%-473.6pp |
| Employer contribution / active EE | $1,500 | $6,914-78.3% | $6,162-75.7% | $4,837-69.0% |
| Participant deferral / active EE | $10,884 | $8,935+21.8% | $8,221+32.4% | $6,341+71.6% |
| Admin fee / account holder | $182,805 | $14,293+1178.9% | $12,045+1417.7% | $12,309+1385.1% |