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 | $87,776 | $83,902+4.6% | $167,512-47.6% | $84,808+3.5% |
| Participation rate | 87.7% | 66.5%+21.2pp | 77.1%+10.6pp | 68.3%+19.3pp |
| Annual return | 12.65% | 91.55%-78.9pp | 1615.79%-1603.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $438 | $2,264-80.7% | $3,882-88.7% | $2,631-83.4% |
| Participant deferral / active EE | $6,442 | $4,442+45.0% | $6,405+0.6% | $4,212+53.0% |
| Admin fee / account holder | $13,673 | $7,915+72.7% | $9,769+40.0% | $7,344+86.2% |