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 | $129,294 | $105,181+22.9% | $159,436-18.9% | $85,850+50.6% |
| Participation rate | 73.9% | 75.8%-1.9pp | 82.8%-8.9pp | 69.3%+4.6pp |
| Annual return | 12.42% | 45.07%-32.7pp | 263.57%-251.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $428 | $3,318-87.1% | $4,829-91.1% | $2,565-83.3% |
| Participant deferral / active EE | $6,156 | $5,945+3.5% | $7,352-16.3% | $3,952+55.8% |
| Admin fee / account holder | $423 | $6,933-93.9% | $10,799-96.1% | $6,260-93.2% |