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 | $182,572 | $74,888+143.8% | $71,209+156.4% | $142,382+28.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 10.34% | 345.14%-334.8pp | 282.51%-272.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $387 | $2,854-86.4% | $2,721-85.8% | $4,299-91.0% |
| Participant deferral / active EE | $2,417 | $4,454-45.7% | $4,175-42.1% | $6,507-62.9% |
| Admin fee / account holder | $6,411 | $5,568+15.1% | $5,349+19.9% | $12,624-49.2% |