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 | $128,888 | $98,750+30.5% | $149,696-13.9% | $79,858+61.4% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 10.35% | 27.43%-17.1pp | 276.60%-266.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $574 | $3,216-82.2% | $4,644-87.6% | $2,471-76.8% |
| Participant deferral / active EE | $6,312 | $5,680+11.1% | $6,842-7.7% | $3,740+68.8% |
| Admin fee / account holder | $3,352 | $6,053-44.6% | $9,309-64.0% | $5,306-36.8% |