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 6-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 | $139,575 | $154,228-9.5% | $145,433-4.0% | $137,256+1.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.14% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $546 | $4,804-88.6% | $4,554-88.0% | $4,156-86.9% |
| Participant deferral / active EE | $5,148 | $8,216-37.3% | $7,897-34.8% | $6,407-19.6% |
| Admin fee / account holder | $117,154 | $14,344+716.8% | $13,129+792.3% | $12,270+854.8% |