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 | $88,889 | $73,933+20.2% | $96,683-8.1% | $75,163+18.3% |
| Participation rate | 96.2% | 66.4%+29.8pp | 74.3%+21.9pp | 67.2%+29.0pp |
| Annual return | 9.22% | 26.70%-17.5pp | 35.69%-26.5pp | 160.62%-151.4pp |
| Employer contribution / active EE | $472 | $2,928-83.9% | $3,737-87.4% | $2,670-82.3% |
| Participant deferral / active EE | $6,330 | $3,659+73.0% | $4,878+29.8% | $4,125+53.5% |
| Admin fee / account holder | $1,385 | $5,216-73.4% | $6,730-79.4% | $5,651-75.5% |