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 | $174,188 | $103,376+68.5% | $87,100+100.0% | $152,861+14.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 3.00% | 28.10%-25.1pp | 28.19%-25.2pp | 345.32%-342.3pp |
| Employer contribution / active EE | $165 | $3,220-94.9% | $2,521-93.4% | $4,762-96.5% |
| Participant deferral / active EE | $1,904 | $4,778-60.2% | $4,049-53.0% | $5,850-67.5% |
| Admin fee / account holder | $3,816 | $12,205-68.7% | $7,497-49.1% | $11,596-67.1% |