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 | $136,424 | $165,984-17.8% | $164,813-17.2% | $145,922-6.5% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 7.52% | 100.03%-92.5pp | 69.93%-62.4pp | 561.29%-553.8pp |
| Employer contribution / active EE | $345 | $5,273-93.5% | $4,341-92.0% | $4,660-92.6% |
| Participant deferral / active EE | $6,904 | $6,959-0.8% | $6,031+14.5% | $6,688+3.2% |
| Admin fee / account holder | $175,532 | $16,648+954.4% | $12,690+1283.2% | $13,397+1210.2% |