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 | $241,942 | $148,534+62.9% | $135,903+78.0% | $139,434+73.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.05% | 79.19%-70.1pp | 68.23%-59.2pp | 372.94%-363.9pp |
| Employer contribution / active EE | $697 | $5,243-86.7% | $4,856-85.7% | $4,751-85.3% |
| Participant deferral / active EE | $7,741 | $8,100-4.4% | $7,758-0.2% | $6,710+15.4% |
| Admin fee / account holder | $13,475 | $12,400+8.7% | $10,762+25.2% | $11,403+18.2% |