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 8-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 | $75,779 | $72,277+4.8% | $101,248-25.2% | $79,858-5.1% |
| Participation rate | 85.4% | 68.5%+16.9pp | 75.8%+9.6pp | 69.6%+15.7pp |
| Annual return | 9.21% | 22.30%-13.1pp | 46.47%-37.3pp | 31.71%-22.5pp |
| Employer contribution / active EE | $520 | $2,692-80.7% | $3,660-85.8% | $2,471-79.0% |
| Participant deferral / active EE | $1,854 | $3,282-43.5% | $4,370-57.6% | $3,740-50.4% |
| Admin fee / account holder | $7,793 | $4,400+77.1% | $5,945+31.1% | $5,306+46.9% |