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 | $81,446+11.5% | $103,374-12.2% | $80,874+12.3% |
| Participation rate | 79.4% | 66.9%+12.6pp | 74.5%+4.9pp | 67.6%+11.8pp |
| Annual return | 9.97% | 25.57%-15.6pp | 24.89%-14.9pp | 35.62%-25.6pp |
| Employer contribution / active EE | $226 | $3,107-92.7% | $3,869-94.1% | $2,756-91.8% |
| Participant deferral / active EE | $8,323 | $3,870+115.1% | $5,058+64.6% | $4,297+93.7% |
| Admin fee / account holder | $8,850 | $6,715+31.8% | $8,394+5.4% | $6,935+27.6% |