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 | $100,846 | $114,381-11.8% | $107,525-6.2% | $142,382-29.2% |
| Participation rate | 89.5% | 78.1%+11.3pp | 75.1%+14.4pp | 80.1%+9.4pp |
| Annual return | 10.98% | 242.71%-231.7pp | 181.32%-170.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $345 | $4,015-91.4% | $3,754-90.8% | $4,299-92.0% |
| Participant deferral / active EE | $3,803 | $5,564-31.6% | $5,116-25.7% | $6,507-41.6% |
| Admin fee / account holder | $35,808 | $9,860+263.2% | $8,919+301.5% | $12,624+183.7% |