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 | $133,149 | $72,277+84.2% | $101,248+31.5% | $79,858+66.7% |
| Participation rate | 81.5% | 68.5%+13.0pp | 75.8%+5.7pp | 69.6%+11.8pp |
| Annual return | 9.79% | 22.30%-12.5pp | 46.47%-36.7pp | 31.71%-21.9pp |
| Employer contribution / active EE | $518 | $2,692-80.8% | $3,660-85.8% | $2,471-79.0% |
| Participant deferral / active EE | $4,269 | $3,282+30.1% | $4,370-2.3% | $3,740+14.1% |
| Admin fee / account holder | $9,652 | $4,400+119.3% | $5,945+62.3% | $5,306+81.9% |