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 | $122,262 | $99,985+22.3% | $146,665-16.6% | $85,850+42.4% |
| Participation rate | 70.9% | 73.1%-2.1pp | 80.1%-9.2pp | 69.3%+1.6pp |
| Annual return | 9.87% | 18.93%-9.1pp | 22.74%-12.9pp | 318.53%-308.7pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,155 | $4,006+28.7% | $5,506-6.4% | $3,952+30.5% |
| Admin fee / account holder | $3,464 | $7,702-55.0% | $10,280-66.3% | $6,260-44.7% |