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 | $179,227 | $102,317+75.2% | $146,958+22.0% | $80,856+121.7% |
| Participation rate | 71.1% | 75.8%-4.7pp | 82.2%-11.0pp | 67.6%+3.5pp |
| Annual return | 10.88% | 134.76%-123.9pp | 418.34%-407.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $491 | $3,713-86.8% | $4,933-90.0% | $2,755-82.2% |
| Participant deferral / active EE | $5,271 | $6,644-20.7% | $8,070-34.7% | $4,296+22.7% |
| Admin fee / account holder | $6,891 | $7,941-13.2% | $12,998-47.0% | $6,918-0.4% |