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 | $186,930 | $86,332+116.5% | $125,175+49.3% | $65,185+186.8% |
| Participation rate | 74.0% | 75.3%-1.3pp | 79.8%-5.8pp | 70.2%+3.8pp |
| Annual return | 3.24% | 27.43%-24.2pp | 43.79%-40.5pp | 29.38%-26.1pp |
| Employer contribution / active EE | $373 | $2,040-81.7% | $3,865-90.4% | $2,177-82.9% |
| Participant deferral / active EE | $4,685 | $3,537+32.4% | $4,937-5.1% | $3,514+33.3% |
| Admin fee / account holder | $12,129 | $609+1891.0% | $9,702+25.0% | $847+1331.8% |