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 | $155,661 | $125,758+23.8% | $169,993-8.4% | $75,163+107.1% |
| Participation rate | 94.4% | 83.6%+10.9pp | 87.0%+7.4pp | 67.2%+27.3pp |
| Annual return | 11.44% | 27.20%-15.8pp | 53.37%-41.9pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,359 | $4,615-70.5% | $6,785-80.0% | $2,670-49.1% |
| Participant deferral / active EE | $7,439 | $6,837+8.8% | $10,408-28.5% | $4,125+80.3% |
| Admin fee / account holder | $27,389 | $8,173+235.1% | $12,815+113.7% | $5,651+384.7% |