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 | $157,523 | $123,793+27.2% | $177,821-11.4% | $79,858+97.3% |
| Participation rate | 82.1% | 84.7%-2.5pp | 87.7%-5.6pp | 69.6%+12.5pp |
| Annual return | 8.34% | 22.82%-14.5pp | 48.32%-40.0pp | 31.71%-23.4pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,995 | $5,956-32.9% | $7,714-48.2% | $3,740+6.8% |
| Admin fee / account holder | $1,255 | $7,243-82.7% | $12,427-89.9% | $5,306-76.4% |