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 | $134,770 | $109,881+22.7% | $150,045-10.2% | $84,808+58.9% |
| Participation rate | 77.8% | 76.1%+1.7pp | 82.3%-4.5pp | 68.3%+9.5pp |
| Annual return | 13.11% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $599 | $3,561-83.2% | $4,693-87.2% | $2,631-77.2% |
| Participant deferral / active EE | $5,943 | $6,636-10.4% | $7,997-25.7% | $4,212+41.1% |
| Admin fee / account holder | $9,199 | $8,568+7.4% | $13,435-31.5% | $7,344+25.3% |