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 | $132,420 | $77,899+70.0% | $149,673-11.5% | $75,163+76.2% |
| Participation rate | 74.3% | 65.6%+8.7pp | 78.8%-4.5pp | 67.2%+7.1pp |
| Annual return | 12.67% | 31.72%-19.0pp | 134.42%-121.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,186 | $3,411+22.7% | $5,680-26.3% | $4,125+1.5% |
| Admin fee / account holder | $4,338 | $5,956-27.2% | $13,210-67.2% | $5,651-23.2% |