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 | $152,097 | $125,758+20.9% | $169,993-10.5% | $75,163+102.4% |
| Participation rate | 76.9% | 83.6%-6.7pp | 87.0%-10.1pp | 67.2%+9.7pp |
| Annual return | 10.14% | 27.20%-17.1pp | 53.37%-43.2pp | 160.62%-150.5pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,100 | $6,837-40.0% | $10,408-60.6% | $4,125-0.6% |
| Admin fee / account holder | $4,758 | $8,173-41.8% | $12,815-62.9% | $5,651-15.8% |