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 | $83,220 | $93,571-11.1% | $135,903-38.8% | $75,163+10.7% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.6pp |
| Annual return | 14.97% | 30.90%-15.9pp | 68.23%-53.3pp | 160.62%-145.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,856 | $6,404+53.9% | $7,758+27.1% | $4,125+138.9% |
| Admin fee / account holder | $16,815 | $6,975+141.1% | $10,762+56.2% | $5,651+197.6% |