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 | $139,470 | $157,256-11.3% | $141,162-1.2% | $152,861-8.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 12.98% | 64.32%-51.3pp | 71.39%-58.4pp | 345.32%-332.3pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,739 | $7,109+8.9% | $6,709+15.4% | $5,850+32.3% |
| Admin fee / account holder | $114,029 | $12,120+840.8% | $10,261+1011.3% | $11,596+883.3% |