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 | $144,480 | $70,756+104.2% | $65,493+120.6% | $142,382+1.5% |
| Participation rate | 73.3% | 77.4%-4.0pp | 73.1%+0.2pp | 80.1%-6.8pp |
| Annual return | 8.43% | 1754.89%-1746.5pp | 982.45%-974.0pp | 217.08%-208.6pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,434 | $4,637-47.5% | $3,961-38.6% | $6,507-62.6% |
| Admin fee / account holder | $4,719 | $6,559-28.1% | $5,028-6.1% | $12,624-62.6% |