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 | $104,435 | $58,512+78.5% | $84,015+24.3% | $72,985+43.1% |
| Participation rate | 86.7% | 61.2%+25.4pp | 69.0%+17.7pp | 69.5%+17.2pp |
| Annual return | 15.80% | 28.93%-13.1pp | 71.31%-55.5pp | 81.00%-65.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,645 | $2,394+135.8% | $3,239+74.3% | $3,607+56.5% |
| Admin fee / account holder | $37,996 | $4,569+731.6% | $6,101+522.8% | $5,124+641.5% |