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 | $170,236 | $150,440+13.2% | $136,294+24.9% | $147,584+15.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.51% | 1049.08%-1044.6pp | 5155.94%-5151.4pp | 578.55%-574.0pp |
| Employer contribution / active EE | $83 | $5,256-98.4% | $4,695-98.2% | $4,876-98.3% |
| Participant deferral / active EE | $20,241 | $6,630+205.3% | $6,247+224.0% | $5,439+272.2% |
| Admin fee / account holder | $148,159 | $10,905+1258.6% | $9,243+1502.9% | $10,885+1261.1% |