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 | $122,057 | $109,881+11.1% | $150,045-18.7% | $84,808+43.9% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 13.83% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $429 | $3,561-88.0% | $4,693-90.9% | $2,631-83.7% |
| Participant deferral / active EE | $7,830 | $6,636+18.0% | $7,997-2.1% | $4,212+85.9% |
| Admin fee / account holder | $16,348 | $8,568+90.8% | $13,435+21.7% | $7,344+122.6% |