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 | $208,101 | $111,754+86.2% | $103,333+101.4% | $145,922+42.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.14% | 24.77%-17.6pp | 24.88%-17.7pp | 561.29%-554.2pp |
| Employer contribution / active EE | $672 | $4,212-84.1% | $3,868-82.6% | $4,660-85.6% |
| Participant deferral / active EE | $6,844 | $5,619+21.8% | $5,057+35.3% | $6,688+2.3% |
| Admin fee / account holder | $156,345 | $9,750+1503.5% | $8,355+1771.3% | $13,397+1067.0% |