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 | $165,284 | $198,466-16.7% | $170,442-3.0% | $147,584+12.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -1.01% | 257.29%-258.3pp | 205.93%-206.9pp | 578.55%-579.6pp |
| Employer contribution / active EE | $1,191 | $6,184-80.7% | $5,433-78.1% | $4,876-75.6% |
| Participant deferral / active EE | $3,175 | $5,629-43.6% | $4,939-35.7% | $5,439-41.6% |
| Admin fee / account holder | $8,839 | $16,852-47.5% | $13,880-36.3% | $10,885-18.8% |