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 | $141,543 | $110,257+28.4% | $96,544+46.6% | $139,434+1.5% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 8.51% | 26.32%-17.8pp | 25.84%-17.3pp | 372.94%-364.4pp |
| Employer contribution / active EE | $590 | $3,620-83.7% | $2,965-80.1% | $4,751-87.6% |
| Participant deferral / active EE | $3,117 | $5,548-43.8% | $4,851-35.7% | $6,710-53.6% |
| Admin fee / account holder | $68,137 | $11,591+487.8% | $8,252+725.7% | $11,403+497.6% |