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 | $156,404 | $105,181+48.7% | $159,436-1.9% | $85,850+82.2% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.8%+15.4pp | 69.3%+28.9pp |
| Annual return | 12.15% | 45.07%-32.9pp | 263.57%-251.4pp | 318.53%-306.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,792 | $5,945+14.3% | $7,352-7.6% | $3,952+71.9% |
| Admin fee / account holder | $970 | $6,933-86.0% | $10,799-91.0% | $6,260-84.5% |