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 | $114,445 | $114,381+0.1% | $107,525+6.4% | $142,382-19.6% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 10.85% | 242.71%-231.9pp | 181.32%-170.5pp | 217.08%-206.2pp |
| Employer contribution / active EE | $89 | $4,015-97.8% | $3,754-97.6% | $4,299-97.9% |
| Participant deferral / active EE | $1,863 | $5,564-66.5% | $5,116-63.6% | $6,507-71.4% |
| Admin fee / account holder | $1,500 | $9,860-84.8% | $8,919-83.2% | $12,624-88.1% |