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 | $196,372 | $109,982+78.6% | $97,226+102.0% | $145,922+34.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.05% | 242.90%-236.9pp | 75.13%-69.1pp | 561.29%-555.2pp |
| Employer contribution / active EE | $104 | $3,084-96.6% | $2,729-96.2% | $4,660-97.8% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,688-100.0% |
| Admin fee / account holder | $9,673 | $6,221+55.5% | $5,654+71.1% | $13,397-27.8% |