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 | $88,559 | $109,881-19.4% | $150,045-41.0% | $84,808+4.4% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+15.0pp | 68.3%+29.0pp |
| Annual return | 13.91% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $566 | $3,561-84.1% | $4,693-87.9% | $2,631-78.5% |
| Participant deferral / active EE | $5,060 | $6,636-23.7% | $7,997-36.7% | $4,212+20.1% |
| Admin fee / account holder | $36,661 | $8,568+327.9% | $13,435+172.9% | $7,344+399.2% |