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 | $235,888 | $152,587+54.6% | $125,175+88.4% | $152,861+54.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.43% | 54.84%-51.4pp | 43.79%-40.4pp | 345.32%-341.9pp |
| Employer contribution / active EE | $728 | $4,946-85.3% | $3,865-81.2% | $4,762-84.7% |
| Participant deferral / active EE | $3,398 | $5,868-42.1% | $4,937-31.2% | $5,850-41.9% |
| Admin fee / account holder | $8,145 | $13,434-39.4% | $9,702-16.1% | $11,596-29.8% |