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 | $88,633 | $68,346+29.7% | $94,646-6.4% | $75,163+17.9% |
| Participation rate | 93.3% | 76.1%+17.2pp | 80.8%+12.5pp | 67.2%+26.1pp |
| Annual return | 14.68% | 616.93%-602.3pp | 156.71%-142.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,738 | $6,537+3.1% | $7,418-9.2% | $4,125+63.4% |
| Admin fee / account holder | $3,496 | $5,326-34.4% | $7,231-51.7% | $5,651-38.1% |