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 | $186,040 | $89,355+108.2% | $141,162+31.8% | $72,985+154.9% |
| Participation rate | 70.3% | 75.1%-4.8pp | 82.5%-12.2pp | 69.5%+0.8pp |
| Annual return | 18.46% | 111.85%-93.4pp | 71.39%-52.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,747 | $5,418+6.1% | $6,709-14.3% | $3,607+59.3% |
| Admin fee / account holder | $18,541 | $5,958+211.2% | $10,261+80.7% | $5,124+261.8% |