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 | $158,263 | $106,749+48.3% | $145,433+8.8% | $82,448+92.0% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | 12.23% | 27.59%-15.4pp | 66.58%-54.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $335 | $3,444-90.3% | $4,554-92.7% | $2,551-86.9% |
| Participant deferral / active EE | $7,197 | $6,519+10.4% | $7,897-8.9% | $4,139+73.9% |
| Admin fee / account holder | $20,964 | $8,390+149.9% | $13,129+59.7% | $7,234+189.8% |