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 | $116,244 | $105,126+10.6% | $94,646+22.8% | $139,434-16.6% |
| Participation rate | 95.0% | 82.4%+12.6pp | 80.8%+14.2pp | 80.3%+14.7pp |
| Annual return | 7.74% | 38.03%-30.3pp | 156.71%-149.0pp | 372.94%-365.2pp |
| Employer contribution / active EE | $429 | $4,106-89.6% | $3,672-88.3% | $4,751-91.0% |
| Participant deferral / active EE | $3,422 | $7,599-55.0% | $7,418-53.9% | $6,710-49.0% |
| Admin fee / account holder | $26,057 | $8,984+190.0% | $7,231+260.4% | $11,403+128.5% |