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 | $149,930 | $109,413+37.0% | $156,263-4.1% | $84,808+76.8% |
| Participation rate | 73.3% | 72.7%+0.6pp | 78.9%-5.6pp | 68.3%+5.0pp |
| Annual return | 12.15% | 20.18%-8.0pp | 59.47%-47.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $533 | $2,907-81.7% | $4,333-87.7% | $2,631-79.7% |
| Participant deferral / active EE | $5,187 | $4,590+13.0% | $6,158-15.8% | $4,212+23.2% |
| Admin fee / account holder | $56,753 | $9,357+506.6% | $14,255+298.1% | $7,344+672.8% |