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 | $85,110 | $88,751-4.1% | $81,812+4.0% | $145,922-41.7% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.3%+15.9pp | 80.3%+8.0pp |
| Annual return | 9.06% | 1025.40%-1016.3pp | 773.79%-764.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,205 | $4,643+33.6% | $4,319+43.7% | $6,688-7.2% |
| Admin fee / account holder | $9,974 | $8,415+18.5% | $7,386+35.0% | $13,397-25.6% |