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 | $88,130 | $69,977+25.9% | $108,579-18.8% | $62,891+40.1% |
| Participation rate | 90.9% | 72.9%+18.0pp | 79.6%+11.3pp | 69.3%+21.6pp |
| Annual return | 3.41% | 10.73%-7.3pp | -51.70%+55.1pp | 20.14%-16.7pp |
| Employer contribution / active EE | $425 | $2,135-80.1% | $3,758-88.7% | $2,281-81.4% |
| Participant deferral / active EE | $3,743 | $3,165+18.3% | $4,311-13.2% | $3,203+16.9% |
| Admin fee / account holder | $3,717 | $5,076-26.8% | $7,645-51.4% | $4,296-13.5% |