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 | $242,043 | $98,750+145.1% | $149,696+61.7% | $79,858+203.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 3.05% | 27.43%-24.4pp | 276.60%-273.5pp | 31.71%-28.7pp |
| Employer contribution / active EE | $473 | $3,216-85.3% | $4,644-89.8% | $2,471-80.9% |
| Participant deferral / active EE | $7,233 | $5,680+27.3% | $6,842+5.7% | $3,740+93.4% |
| Admin fee / account holder | $23,847 | $6,053+294.0% | $9,309+156.2% | $5,306+349.4% |