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 | $223,537 | $209,411+6.7% | $178,490+25.2% | $158,922+40.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.86% | 188.75%-190.6pp | 151.07%-152.9pp | 302.83%-304.7pp |
| Employer contribution / active EE | $440 | $5,706-92.3% | $5,011-91.2% | $4,761-90.8% |
| Participant deferral / active EE | $8,277 | $5,954+39.0% | $5,202+59.1% | $5,982+38.4% |
| Admin fee / account holder | $8,817 | $17,074-48.4% | $13,984-36.9% | $11,246-21.6% |