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 | $177,225 | $109,881+61.3% | $150,045+18.1% | $84,808+109.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 10.04% | 28.25%-18.2pp | 62.55%-52.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $480 | $3,561-86.5% | $4,693-89.8% | $2,631-81.8% |
| Participant deferral / active EE | $9,981 | $6,636+50.4% | $7,997+24.8% | $4,212+137.0% |
| Admin fee / account holder | $42,945 | $8,568+401.2% | $13,435+219.7% | $7,344+484.8% |