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 | $132,024 | $106,749+23.7% | $145,433-9.2% | $82,448+60.1% |
| Participation rate | 87.3% | 75.6%+11.7pp | 82.1%+5.2pp | 68.1%+19.3pp |
| Annual return | 13.38% | 27.59%-14.2pp | 66.58%-53.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,733 | $6,519+49.3% | $7,897+23.2% | $4,139+135.1% |
| Admin fee / account holder | $13,630 | $8,390+62.5% | $13,129+3.8% | $7,234+88.4% |