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 | $111,092 | $153,772-27.8% | $133,980-17.1% | $273,961-59.4% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.1%+6.3pp | 83.0%+10.3pp |
| Annual return | 2.63% | 36.51%-33.9pp | 29.30%-26.7pp | 41.45%-38.8pp |
| Employer contribution / active EE | $459 | $6,029-92.4% | $5,211-91.2% | $4,869-90.6% |
| Participant deferral / active EE | $3,829 | $6,958-45.0% | $6,282-39.0% | $5,287-27.6% |
| Admin fee / account holder | $2,164 | $11,765-81.6% | $9,324-76.8% | $10,132-78.6% |