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 9-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 | $148,828 | $150,197-0.9% | $120,368+23.6% | $145,959+2.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 6.38% | 154.26%-147.9pp | 107.26%-100.9pp | 561.95%-555.6pp |
| Employer contribution / active EE | $423 | $4,350-90.3% | $3,465-87.8% | $4,661-90.9% |
| Participant deferral / active EE | $2,050 | $6,174-66.8% | $4,991-58.9% | $6,689-69.4% |
| Admin fee / account holder | $2,637 | $12,216-78.4% | $9,429-72.0% | $13,398-80.3% |