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 | $196,149 | $93,571+109.6% | $135,903+44.3% | $75,163+161.0% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.6pp | 67.2%+25.3pp |
| Annual return | 14.96% | 30.90%-15.9pp | 68.23%-53.3pp | 160.62%-145.7pp |
| Employer contribution / active EE | $10 | $3,537-99.7% | $4,856-99.8% | $2,670-99.6% |
| Participant deferral / active EE | $14,897 | $6,404+132.6% | $7,758+92.0% | $4,125+261.1% |
| Admin fee / account holder | $25,409 | $6,975+264.3% | $10,762+136.1% | $5,651+349.7% |