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 | $161,687 | $198,466-18.5% | $170,442-5.1% | $147,584+9.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.41% | 257.29%-255.9pp | 205.93%-204.5pp | 578.55%-577.1pp |
| Employer contribution / active EE | $494 | $6,184-92.0% | $5,433-90.9% | $4,876-89.9% |
| Participant deferral / active EE | $8,913 | $5,629+58.3% | $4,939+80.4% | $5,439+63.9% |
| Admin fee / account holder | $4,416 | $16,852-73.8% | $13,880-68.2% | $10,885-59.4% |