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 | $87,805 | $93,571-6.2% | $135,903-35.4% | $75,163+16.8% |
| Participation rate | 72.5% | 75.2%-2.7pp | 81.9%-9.4pp | 67.2%+5.3pp |
| Annual return | 14.37% | 30.90%-16.5pp | 68.23%-53.9pp | 160.62%-146.2pp |
| Employer contribution / active EE | $574 | $3,537-83.8% | $4,856-88.2% | $2,670-78.5% |
| Participant deferral / active EE | $6,392 | $6,404-0.2% | $7,758-17.6% | $4,125+54.9% |
| Admin fee / account holder | $8,378 | $6,975+20.1% | $10,762-22.2% | $5,651+48.3% |