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 | $80,671 | $109,881-26.6% | $150,045-46.2% | $84,808-4.9% |
| Participation rate | 77.2% | 76.1%+1.1pp | 82.3%-5.1pp | 68.3%+8.9pp |
| Annual return | 12.90% | 28.25%-15.4pp | 62.55%-49.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $717 | $3,561-79.9% | $4,693-84.7% | $2,631-72.8% |
| Participant deferral / active EE | $5,466 | $6,636-17.6% | $7,997-31.6% | $4,212+29.8% |
| Admin fee / account holder | $21,569 | $8,568+151.7% | $13,435+60.5% | $7,344+193.7% |