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 | $111,245 | $58,512+90.1% | $84,015+32.4% | $72,985+52.4% |
| Participation rate | 79.4% | 61.2%+18.2pp | 69.0%+10.4pp | 69.5%+9.9pp |
| Annual return | 16.08% | 28.93%-12.8pp | 71.31%-55.2pp | 81.00%-64.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,656 | $2,394+261.6% | $3,239+167.3% | $3,607+140.0% |
| Admin fee / account holder | $18,886 | $4,569+313.4% | $6,101+209.6% | $5,124+268.6% |