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 | $114,238 | $80,968+41.1% | $96,544+18.3% | $75,163+52.0% |
| Participation rate | 88.5% | 71.8%+16.7pp | 76.0%+12.5pp | 67.2%+21.3pp |
| Annual return | 11.88% | 27.06%-15.2pp | 25.84%-14.0pp | 160.62%-148.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,422 | $3,928+38.0% | $4,851+11.8% | $4,125+31.4% |
| Admin fee / account holder | $30,844 | $6,724+358.7% | $8,252+273.8% | $5,651+445.8% |