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 5-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 | $85,032 | $74,888+13.5% | $71,209+19.4% | $142,382-40.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.44% | 345.14%-334.7pp | 282.51%-272.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $69 | $2,854-97.6% | $2,721-97.5% | $4,299-98.4% |
| Participant deferral / active EE | $15,785 | $4,454+254.4% | $4,175+278.1% | $6,507+142.6% |
| Admin fee / account holder | $495 | $5,568-91.1% | $5,349-90.8% | $12,624-96.1% |