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 | $148,932 | $98,750+50.8% | $149,696-0.5% | $79,858+86.5% |
| Participation rate | 83.1% | 75.8%+7.3pp | 82.5%+0.6pp | 69.6%+13.5pp |
| Annual return | 10.77% | 27.43%-16.7pp | 276.60%-265.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $580 | $3,216-82.0% | $4,644-87.5% | $2,471-76.5% |
| Participant deferral / active EE | $7,830 | $5,680+37.9% | $6,842+14.5% | $3,740+109.4% |
| Admin fee / account holder | $1,401 | $6,053-76.9% | $9,309-84.9% | $5,306-73.6% |