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 | $111,159 | $102,828+8.1% | $105,387+5.5% | $152,861-27.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.99% | 20.85%-14.9pp | 26.82%-20.8pp | 345.32%-339.3pp |
| Employer contribution / active EE | $1,170 | $4,473-73.8% | $4,213-72.2% | $4,762-75.4% |
| Participant deferral / active EE | $2,966 | $5,465-45.7% | $5,502-46.1% | $5,850-49.3% |
| Admin fee / account holder | $8,184 | $8,683-5.7% | $6,559+24.8% | $11,596-29.4% |