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 | $84,034 | $60,124+39.8% | $90,404-7.0% | $79,858+5.2% |
| Participation rate | 88.2% | 65.0%+23.3pp | 72.7%+15.6pp | 69.6%+18.6pp |
| Annual return | 4.59% | 71.94%-67.4pp | 1293.02%-1288.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,704 | $2,938+26.1% | $3,963-6.5% | $3,740-1.0% |
| Admin fee / account holder | $9,280 | $3,976+133.4% | $5,611+65.4% | $5,306+74.9% |