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 | $159,790 | $102,317+56.2% | $146,958+8.7% | $80,856+97.6% |
| Participation rate | 73.5% | 75.8%-2.3pp | 82.2%-8.6pp | 67.6%+5.9pp |
| Annual return | 9.96% | 134.76%-124.8pp | 418.34%-408.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $184 | $3,713-95.0% | $4,933-96.3% | $2,755-93.3% |
| Participant deferral / active EE | $13,434 | $6,644+102.2% | $8,070+66.5% | $4,296+212.7% |
| Admin fee / account holder | $17,829 | $7,941+124.5% | $12,998+37.2% | $6,918+157.7% |