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 | $158,961 | $99,985+59.0% | $146,665+8.4% | $85,850+85.2% |
| Participation rate | 87.9% | 73.1%+14.8pp | 80.1%+7.8pp | 69.3%+18.6pp |
| Annual return | 10.11% | 18.93%-8.8pp | 22.74%-12.6pp | 318.53%-308.4pp |
| Employer contribution / active EE | $289 | $2,559-88.7% | $4,136-93.0% | $2,565-88.7% |
| Participant deferral / active EE | $3,714 | $4,006-7.3% | $5,506-32.5% | $3,952-6.0% |
| Admin fee / account holder | $5,648 | $7,702-26.7% | $10,280-45.1% | $6,260-9.8% |