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 | $97,081 | $30,400+219.3% | $53,898+80.1% | $84,808+14.5% |
| Participation rate | 94.7% | 46.4%+48.2pp | 55.0%+39.7pp | 68.3%+26.4pp |
| Annual return | 9.02% | 500.19%-491.2pp | 528.60%-519.6pp | 40.90%-31.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,067 | $1,199+72.5% | $1,826+13.2% | $4,212-50.9% |
| Admin fee / account holder | $3,634 | $1,993+82.3% | $2,491+45.9% | $7,344-50.5% |