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 | $67,962 | $198,466-65.8% | $170,442-60.1% | $147,584-54.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.74% | 257.29%-249.6pp | 205.93%-198.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $978 | $6,184-84.2% | $5,433-82.0% | $4,876-80.0% |
| Participant deferral / active EE | $4,005 | $5,629-28.9% | $4,939-18.9% | $5,439-26.4% |
| Admin fee / account holder | $368,973 | $16,852+2089.5% | $13,880+2558.2% | $10,885+3289.7% |