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 | $108,723 | $148,978-27.0% | $200,582-45.8% | $84,808+28.2% |
| Participation rate | 83.3% | 84.2%-0.9pp | 86.9%-3.6pp | 68.3%+15.0pp |
| Annual return | 10.41% | 28.16%-17.8pp | 42.33%-31.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,337 | $4,815-72.2% | $6,419-79.2% | $2,631-49.2% |
| Participant deferral / active EE | $3,905 | $7,142-45.3% | $9,331-58.2% | $4,212-7.3% |
| Admin fee / account holder | $32,300 | $13,977+131.1% | $16,305+98.1% | $7,344+339.8% |