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 | $140,420 | $58,523+139.9% | $99,443+41.2% | $72,985+92.4% |
| Participation rate | 96.9% | 64.6%+32.2pp | 73.8%+23.0pp | 69.5%+27.4pp |
| Annual return | 15.32% | 28.51%-13.2pp | 30.72%-15.4pp | 81.00%-65.7pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,165 | $2,606+21.4% | $3,619-12.6% | $3,607-12.3% |
| Admin fee / account holder | $7,165 | $4,102+74.7% | $6,250+14.6% | $5,124+39.8% |