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 | $83,362 | $78,422+6.3% | $95,952-13.1% | $79,858+4.4% |
| Participation rate | 76.0% | 73.5%+2.5pp | 77.1%-1.1pp | 69.6%+6.4pp |
| Annual return | 10.03% | 19.37%-9.3pp | 91.61%-81.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $341 | $1,945-82.5% | $2,541-86.6% | $2,471-86.2% |
| Participant deferral / active EE | $1,965 | $3,440-42.9% | $4,167-52.9% | $3,740-47.5% |
| Admin fee / account holder | $20,141 | $5,622+258.2% | $6,795+196.4% | $5,306+279.6% |