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 | $107,390 | $80,673+33.1% | $101,326+6.0% | $84,808+26.6% |
| Participation rate | 88.5% | 77.8%+10.7pp | 81.5%+7.0pp | 68.3%+20.2pp |
| Annual return | 12.28% | 38.95%-26.7pp | 36.82%-24.5pp | 40.90%-28.6pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,439 | $6,840-49.7% | $7,994-57.0% | $4,212-18.4% |
| Admin fee / account holder | $9,068 | $12,784-29.1% | $11,185-18.9% | $7,344+23.5% |