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 | $156,131 | $105,181+48.4% | $159,436-2.1% | $85,850+81.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 9.42% | 45.07%-35.6pp | 263.57%-254.1pp | 318.53%-309.1pp |
| Employer contribution / active EE | $97 | $3,318-97.1% | $4,829-98.0% | $2,565-96.2% |
| Participant deferral / active EE | $2,969 | $5,945-50.1% | $7,352-59.6% | $3,952-24.9% |
| Admin fee / account holder | $3,332 | $6,933-51.9% | $10,799-69.1% | $6,260-46.8% |