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 | $111,777 | $105,181+6.3% | $159,436-29.9% | $85,850+30.2% |
| Participation rate | 94.8% | 75.8%+19.1pp | 82.8%+12.0pp | 69.3%+25.5pp |
| Annual return | 12.49% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,530 | $5,945+77.1% | $7,352+43.2% | $3,952+166.5% |
| Admin fee / account holder | $9,037 | $6,933+30.3% | $10,799-16.3% | $6,260+44.4% |