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 | $214,382 | $150,440+42.5% | $136,294+57.3% | $147,584+45.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.23% | 1049.08%-1040.9pp | 5155.94%-5147.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $784 | $5,256-85.1% | $4,695-83.3% | $4,876-83.9% |
| Participant deferral / active EE | $5,025 | $6,630-24.2% | $6,247-19.6% | $5,439-7.6% |
| Admin fee / account holder | $2,018 | $10,905-81.5% | $9,243-78.2% | $10,885-81.5% |