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 | $203,310 | $121,625+67.2% | $104,607+94.4% | $158,922+27.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 2.71% | 465.26%-462.5pp | 340.46%-337.8pp | 302.83%-300.1pp |
| Employer contribution / active EE | $104 | $3,163-96.7% | $2,681-96.1% | $4,761-97.8% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,740-100.0% | $5,982-100.0% |
| Admin fee / account holder | $9,881 | $7,787+26.9% | $6,473+52.6% | $11,246-12.1% |