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 | $125,378 | $210,408-40.4% | $153,485-18.3% | $145,922-14.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.60% | 13.37%-5.8pp | 15.65%-8.1pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,211 | $6,048-80.0% | $5,039-76.0% | $4,660-74.0% |
| Participant deferral / active EE | $6,123 | $7,975-23.2% | $6,757-9.4% | $6,688-8.4% |
| Admin fee / account holder | $61,362 | $19,419+216.0% | $12,724+382.2% | $13,397+358.0% |