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 | $106,081 | $81,625+30.0% | $167,512-36.7% | $74,304+42.8% |
| Participation rate | 74.1% | 60.0%+14.1pp | 77.1%-3.0pp | 60.3%+13.8pp |
| Annual return | 13.08% | 26.09%-13.0pp | 1615.79%-1602.7pp | 29.43%-16.4pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,984 | $4,115+118.3% | $6,405+40.3% | $3,767+138.5% |
| Admin fee / account holder | $2,082 | $3,474-40.1% | $9,769-78.7% | $2,969-29.9% |