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 | $139,003 | $109,359+27.1% | $162,163-14.3% | $72,985+90.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 16.73% | 25.46%-8.7pp | 115.59%-98.9pp | 81.00%-64.3pp |
| Employer contribution / active EE | $937 | $3,907-76.0% | $5,614-83.3% | $2,440-61.6% |
| Participant deferral / active EE | $6,241 | $5,481+13.9% | $7,298-14.5% | $3,607+73.0% |
| Admin fee / account holder | $2,460 | $7,972-69.1% | $10,843-77.3% | $5,124-52.0% |