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 | $131,334 | $107,334+22.4% | $92,893+41.4% | $152,861-14.1% |
| Participation rate | 70.6% | 79.8%-9.2pp | 76.0%-5.4pp | 82.4%-11.9pp |
| Annual return | 6.48% | 145.58%-139.1pp | 109.41%-102.9pp | 345.32%-338.8pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,728 | $4,845-64.3% | $4,236-59.2% | $5,850-70.5% |
| Admin fee / account holder | $1,861 | $7,079-73.7% | $5,794-67.9% | $11,596-84.0% |