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 | $88,790 | $73,933+20.1% | $96,683-8.2% | $75,163+18.1% |
| Participation rate | 93.3% | 66.4%+26.9pp | 74.3%+19.0pp | 67.2%+26.1pp |
| Annual return | 13.10% | 26.70%-13.6pp | 35.69%-22.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $303 | $2,928-89.6% | $3,737-91.9% | $2,670-88.6% |
| Participant deferral / active EE | $4,320 | $3,659+18.1% | $4,878-11.4% | $4,125+4.7% |
| Admin fee / account holder | $1,337 | $5,216-74.4% | $6,730-80.1% | $5,651-76.3% |