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 | $122,115 | $138,347-11.7% | $184,203-33.7% | $80,856+51.0% |
| Participation rate | 87.8% | 83.9%+4.0pp | 86.8%+1.0pp | 67.6%+20.2pp |
| Annual return | 11.06% | 20.02%-9.0pp | 28.81%-17.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,201 | $4,850-75.2% | $6,427-81.3% | $2,755-56.4% |
| Participant deferral / active EE | $4,373 | $7,071-38.1% | $9,131-52.1% | $4,296+1.8% |
| Admin fee / account holder | $4,552 | $10,483-56.6% | $13,901-67.3% | $6,918-34.2% |