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 | $155,018 | $157,256-1.4% | $141,162+9.8% | $152,861+1.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.48% | 64.32%-55.8pp | 71.39%-62.9pp | 345.32%-336.8pp |
| Employer contribution / active EE | $360 | $5,261-93.2% | $4,735-92.4% | $4,762-92.4% |
| Participant deferral / active EE | $5,000 | $7,109-29.7% | $6,709-25.5% | $5,850-14.5% |
| Admin fee / account holder | $3,488 | $12,120-71.2% | $10,261-66.0% | $11,596-69.9% |