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 | $130,783 | $117,841+11.0% | $102,423+27.7% | $145,922-10.4% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 8.56% | 31.65%-23.1pp | 29.32%-20.8pp | 561.29%-552.7pp |
| Employer contribution / active EE | $310 | $3,615-91.4% | $3,023-89.7% | $4,660-93.3% |
| Participant deferral / active EE | $2,234 | $5,731-61.0% | $5,053-55.8% | $6,688-66.6% |
| Admin fee / account holder | $37,162 | $13,326+178.9% | $9,451+293.2% | $13,397+177.4% |