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 | $190,682 | $183,963+3.7% | $162,163+17.6% | $152,861+24.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.15% | 150.76%-138.6pp | 115.59%-103.4pp | 345.32%-333.2pp |
| Employer contribution / active EE | $640 | $6,371-90.0% | $5,614-88.6% | $4,762-86.6% |
| Participant deferral / active EE | $7,115 | $8,034-11.4% | $7,298-2.5% | $5,850+21.6% |
| Admin fee / account holder | $7,553 | $13,121-42.4% | $10,843-30.3% | $11,596-34.9% |