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 | $111,704 | $112,096-0.3% | $95,952+16.4% | $158,922-29.7% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 3.59% | 171.09%-167.5pp | 91.61%-88.0pp | 302.83%-299.2pp |
| Employer contribution / active EE | $625 | $3,198-80.5% | $2,541-75.4% | $4,761-86.9% |
| Participant deferral / active EE | $2,953 | $4,784-38.3% | $4,167-29.1% | $5,982-50.6% |
| Admin fee / account holder | $17,278 | $10,130+70.6% | $6,795+154.3% | $11,246+53.6% |