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 | $159,053 | $127,065+25.2% | $113,168+40.5% | $142,382+11.7% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 3.68% | 24.03%-20.4pp | 24.27%-20.6pp | 217.08%-213.4pp |
| Employer contribution / active EE | $337 | $3,442-90.2% | $2,975-88.7% | $4,299-92.2% |
| Participant deferral / active EE | $5,754 | $5,716+0.7% | $5,107+12.7% | $6,507-11.6% |
| Admin fee / account holder | $158,150 | $15,736+905.0% | $12,068+1210.5% | $12,624+1152.8% |