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 | $136,202 | $49,173+177.0% | $121,098+12.5% | $75,163+81.2% |
| Participation rate | 84.5% | 55.4%+29.1pp | 69.5%+15.0pp | 67.2%+17.3pp |
| Annual return | 10.61% | 55.99%-45.4pp | 985.75%-975.1pp | 160.62%-150.0pp |
| Employer contribution / active EE | $92 | $1,546-94.0% | $4,164-97.8% | $2,670-96.5% |
| Participant deferral / active EE | $8,619 | $2,628+228.0% | $4,080+111.3% | $4,125+108.9% |
| Admin fee / account holder | $2,483 | $3,942-37.0% | $5,644-56.0% | $5,651-56.1% |