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 | $230,945 | $93,571+146.8% | $135,903+69.9% | $75,163+207.3% |
| Participation rate | 85.0% | 75.2%+9.8pp | 81.9%+3.1pp | 67.2%+17.8pp |
| Annual return | 14.68% | 30.90%-16.2pp | 68.23%-53.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,002 | $6,404+56.2% | $7,758+28.9% | $4,125+142.5% |
| Admin fee / account holder | $3,478 | $6,975-50.1% | $10,762-67.7% | $5,651-38.5% |