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 | $102,488 | $83,477+22.8% | $125,175-18.1% | $72,985+40.4% |
| Participation rate | 77.6% | 73.3%+4.2pp | 79.8%-2.2pp | 69.5%+8.1pp |
| Annual return | 15.58% | 25.78%-10.2pp | 43.79%-28.2pp | 81.00%-65.4pp |
| Employer contribution / active EE | $328 | $2,345-86.0% | $3,865-91.5% | $2,440-86.5% |
| Participant deferral / active EE | $2,465 | $3,585-31.3% | $4,937-50.1% | $3,607-31.7% |
| Admin fee / account holder | $18,628 | $5,517+237.6% | $9,702+92.0% | $5,124+263.5% |