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 | $162,980 | $58,512+178.5% | $84,015+94.0% | $72,985+123.3% |
| Participation rate | 89.4% | 61.2%+28.1pp | 69.0%+20.3pp | 69.5%+19.9pp |
| Annual return | 14.13% | 28.93%-14.8pp | 71.31%-57.2pp | 81.00%-66.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,249 | $2,394+35.7% | $3,239+0.3% | $3,607-9.9% |
| Admin fee / account holder | $30,444 | $4,569+566.3% | $6,101+399.0% | $5,124+494.1% |