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 | $202,473 | $110,257+83.6% | $96,544+109.7% | $139,434+45.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -0.38% | 26.32%-26.7pp | 25.84%-26.2pp | 372.94%-373.3pp |
| Employer contribution / active EE | $60 | $3,620-98.3% | $2,965-98.0% | $4,751-98.7% |
| Participant deferral / active EE | $1,988 | $5,548-64.2% | $4,851-59.0% | $6,710-70.4% |
| Admin fee / account holder | $12,914 | $11,591+11.4% | $8,252+56.5% | $11,403+13.3% |