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 8-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 | $134,231 | $77,145+74.0% | $108,410+23.8% | $85,850+56.4% |
| Participation rate | 85.0% | 74.7%+10.3pp | 80.1%+4.9pp | 69.3%+15.7pp |
| Annual return | 12.50% | 44.54%-32.0pp | 905.27%-892.8pp | 318.53%-306.0pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,551 | $5,566-36.2% | $6,563-45.9% | $3,952-10.1% |
| Admin fee / account holder | $1,920 | $5,172-62.9% | $7,295-73.7% | $6,260-69.3% |