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 | $109,924 | $102,605+7.1% | $145,661-24.5% | $84,808+29.6% |
| Participation rate | 97.5% | 74.3%+23.2pp | 77.2%+20.3pp | 68.3%+29.2pp |
| Annual return | 5.84% | 26.50%-20.7pp | 101.46%-95.6pp | 40.90%-35.1pp |
| Employer contribution / active EE | $6 | $3,325-99.8% | $4,238-99.9% | $2,631-99.8% |
| Participant deferral / active EE | $0 | $5,750-100.0% | $7,198-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,656 | $8,758-1.2% | $12,466-30.6% | $7,344+17.9% |