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 | $116,569 | $86,929+34.1% | $102,423+13.8% | $80,856+44.2% |
| Participation rate | 79.4% | 72.4%+7.0pp | 76.5%+2.9pp | 67.6%+11.8pp |
| Annual return | 10.22% | 18.88%-8.7pp | 29.32%-19.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $616 | $2,369-74.0% | $3,023-79.6% | $2,755-77.6% |
| Participant deferral / active EE | $2,191 | $4,118-46.8% | $5,053-56.6% | $4,296-49.0% |
| Admin fee / account holder | $321 | $8,049-96.0% | $9,451-96.6% | $6,918-95.4% |