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 | $90,781 | $81,460+11.4% | $103,333-12.1% | $80,856+12.3% |
| Participation rate | 79.4% | 66.8%+12.6pp | 74.5%+4.9pp | 67.6%+11.8pp |
| Annual return | 9.97% | 25.55%-15.6pp | 24.88%-14.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $226 | $3,105-92.7% | $3,868-94.1% | $2,755-91.8% |
| Participant deferral / active EE | $8,323 | $3,869+115.1% | $5,057+64.6% | $4,296+93.8% |
| Admin fee / account holder | $8,850 | $6,566+34.8% | $8,355+5.9% | $6,918+27.9% |