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 | $106,569 | $102,317+4.2% | $146,958-27.5% | $80,856+31.8% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 11.60% | 134.76%-123.2pp | 418.34%-406.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $801 | $3,713-78.4% | $4,933-83.8% | $2,755-70.9% |
| Participant deferral / active EE | $8,994 | $6,644+35.4% | $8,070+11.4% | $4,296+109.4% |
| Admin fee / account holder | $7,160 | $7,941-9.8% | $12,998-44.9% | $6,918+3.5% |