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 | $196,552 | $148,534+32.3% | $135,903+44.6% | $139,434+41.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.04% | 79.19%-72.2pp | 68.23%-61.2pp | 372.94%-365.9pp |
| Employer contribution / active EE | $360 | $5,243-93.1% | $4,856-92.6% | $4,751-92.4% |
| Participant deferral / active EE | $5,000 | $8,100-38.3% | $7,758-35.5% | $6,710-25.5% |
| Admin fee / account holder | $5,427 | $12,400-56.2% | $10,762-49.6% | $11,403-52.4% |