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 8-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 | $98,690 | $111,754-11.7% | $103,333-4.5% | $145,922-32.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.58% | 24.77%-17.2pp | 24.88%-17.3pp | 561.29%-553.7pp |
| Employer contribution / active EE | $726 | $4,212-82.8% | $3,868-81.2% | $4,660-84.4% |
| Participant deferral / active EE | $5,750 | $5,619+2.3% | $5,057+13.7% | $6,688-14.0% |
| Admin fee / account holder | $1,347 | $9,750-86.2% | $8,355-83.9% | $13,397-89.9% |