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 | $83,812 | $73,933+13.4% | $96,683-13.3% | $75,163+11.5% |
| Participation rate | 80.3% | 66.4%+13.9pp | 74.3%+6.0pp | 67.2%+13.1pp |
| Annual return | 6.79% | 26.70%-19.9pp | 35.69%-28.9pp | 160.62%-153.8pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,947 | $3,659+117.2% | $4,878+62.9% | $4,125+92.6% |
| Admin fee / account holder | $5,556 | $5,216+6.5% | $6,730-17.4% | $5,651-1.7% |