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 | $176,963 | $109,413+61.7% | $156,263+13.2% | $84,808+108.7% |
| Participation rate | 89.1% | 72.7%+16.4pp | 78.9%+10.2pp | 68.3%+20.8pp |
| Annual return | 10.51% | 20.18%-9.7pp | 59.47%-49.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $520 | $2,907-82.1% | $4,333-88.0% | $2,631-80.2% |
| Participant deferral / active EE | $3,223 | $4,590-29.8% | $6,158-47.7% | $4,212-23.5% |
| Admin fee / account holder | $52,447 | $9,357+460.5% | $14,255+267.9% | $7,344+614.2% |