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 | $170,074 | $81,460+108.8% | $103,333+64.6% | $80,856+110.3% |
| Participation rate | 80.8% | 66.8%+13.9pp | 74.5%+6.3pp | 67.6%+13.1pp |
| Annual return | 10.02% | 25.55%-15.5pp | 24.88%-14.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $778 | $3,105-74.9% | $3,868-79.9% | $2,755-71.7% |
| Participant deferral / active EE | $7,260 | $3,869+87.7% | $5,057+43.5% | $4,296+69.0% |
| Admin fee / account holder | $3,765 | $6,566-42.7% | $8,355-54.9% | $6,918-45.6% |