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 | $132,965 | $105,126+26.5% | $94,646+40.5% | $139,434-4.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 10.39% | 38.03%-27.6pp | 156.71%-146.3pp | 372.94%-362.5pp |
| Employer contribution / active EE | $47 | $4,106-98.9% | $3,672-98.7% | $4,751-99.0% |
| Participant deferral / active EE | $2,893 | $7,599-61.9% | $7,418-61.0% | $6,710-56.9% |
| Admin fee / account holder | $890 | $8,984-90.1% | $7,231-87.7% | $11,403-92.2% |