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 | $96,398 | $95,803+0.6% | $113,168-14.8% | $84,808+13.7% |
| Participation rate | 74.1% | 72.9%+1.2pp | 76.6%-2.5pp | 68.3%+5.8pp |
| Annual return | 8.86% | 25.00%-16.1pp | 24.27%-15.4pp | 40.90%-32.0pp |
| Employer contribution / active EE | $478 | $2,360-79.7% | $2,975-83.9% | $2,631-81.8% |
| Participant deferral / active EE | $2,045 | $4,242-51.8% | $5,107-59.9% | $4,212-51.4% |
| Admin fee / account holder | $13,591 | $8,989+51.2% | $12,068+12.6% | $7,344+85.1% |