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 | $107,161 | $101,883+5.2% | $453,369-76.4% | $85,850+24.8% |
| Participation rate | 100.0% | 72.3%+27.7pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 10.23% | 25.38%-15.2pp | 64.40%-54.2pp | 318.53%-308.3pp |
| Employer contribution / active EE | $475 | $2,847-83.3% | $4,070-88.3% | $2,565-81.5% |
| Participant deferral / active EE | $7,701 | $4,782+61.0% | $6,209+24.0% | $3,952+94.9% |
| Admin fee / account holder | $32,715 | $5,706+473.4% | $11,209+191.9% | $6,260+422.6% |