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 | $96,899 | $183,592-47.2% | $155,567-37.7% | $145,959-33.6% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 3.71% | 61.24%-57.5pp | 64.74%-61.0pp | 561.95%-558.2pp |
| Employer contribution / active EE | $828 | $5,315-84.4% | $4,674-82.3% | $4,661-82.2% |
| Participant deferral / active EE | $5,383 | $6,464-16.7% | $5,628-4.4% | $6,689-19.5% |
| Admin fee / account holder | $166,380 | $19,318+761.3% | $15,916+945.3% | $13,398+1141.8% |