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 | $105,074 | $118,849-11.6% | $96,562+8.8% | $167,490-37.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.22% | 50.49%-43.3pp | 37.78%-30.6pp | 478.56%-471.3pp |
| Employer contribution / active EE | $174 | $3,120-94.4% | $2,356-92.6% | $4,837-96.4% |
| Participant deferral / active EE | $8,331 | $4,616+80.5% | $3,849+116.5% | $6,341+31.4% |
| Admin fee / account holder | $3,833 | $8,065-52.5% | $6,181-38.0% | $12,309-68.9% |