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 | $33,370 | $214,378-84.4% | $200,582-83.4% | $142,382-76.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 1.14% | 46.41%-45.3pp | 42.33%-41.2pp | 217.08%-215.9pp |
| Employer contribution / active EE | $1,260 | $6,841-81.6% | $6,419-80.4% | $4,299-70.7% |
| Participant deferral / active EE | $10,000 | $9,865+1.4% | $9,331+7.2% | $6,507+53.7% |
| Admin fee / account holder | $103,770 | $17,692+486.5% | $16,305+536.4% | $12,624+722.0% |