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 | $208,456 | $157,256+32.6% | $141,162+47.7% | $152,861+36.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.16% | 64.32%-51.2pp | 71.39%-58.2pp | 345.32%-332.2pp |
| Employer contribution / active EE | $522 | $5,261-90.1% | $4,735-89.0% | $4,762-89.0% |
| Participant deferral / active EE | $6,000 | $7,109-15.6% | $6,709-10.6% | $5,850+2.6% |
| Admin fee / account holder | $8,472 | $12,120-30.1% | $10,261-17.4% | $11,596-26.9% |