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 | $213,844 | $117,841+81.5% | $102,423+108.8% | $145,922+46.5% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 6.98% | 31.65%-24.7pp | 29.32%-22.3pp | 561.29%-554.3pp |
| Employer contribution / active EE | $790 | $3,615-78.1% | $3,023-73.9% | $4,660-83.0% |
| Participant deferral / active EE | $7,927 | $5,731+38.3% | $5,053+56.9% | $6,688+18.5% |
| Admin fee / account holder | $1,087 | $13,326-91.8% | $9,451-88.5% | $13,397-91.9% |