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 | $239,472 | $86,286+177.5% | $111,297+115.2% | $85,850+178.9% |
| Participation rate | 73.7% | 73.3%+0.4pp | 77.3%-3.6pp | 69.3%+4.4pp |
| Annual return | 9.84% | 19.99%-10.1pp | 54.65%-44.8pp | 318.53%-308.7pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,548 | $3,641+24.9% | $4,487+1.3% | $3,952+15.1% |
| Admin fee / account holder | $7,438 | $8,188-9.2% | $7,964-6.6% | $6,260+18.8% |