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 | $208,609 | $83,902+148.6% | $167,512+24.5% | $84,808+146.0% |
| Participation rate | 70.0% | 66.5%+3.5pp | 77.1%-7.1pp | 68.3%+1.7pp |
| Annual return | 12.70% | 91.55%-78.8pp | 1615.79%-1603.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $437 | $2,264-80.7% | $3,882-88.7% | $2,631-83.4% |
| Participant deferral / active EE | $6,605 | $4,442+48.7% | $6,405+3.1% | $4,212+56.8% |
| Admin fee / account holder | $2,437 | $7,915-69.2% | $9,769-75.1% | $7,344-66.8% |