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 | $135,373 | $177,572-23.8% | $154,803-12.6% | $142,382-4.9% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 10.40% | 65.07%-54.7pp | 58.88%-48.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $813 | $4,810-83.1% | $4,305-81.1% | $4,299-81.1% |
| Participant deferral / active EE | $2,553 | $6,272-59.3% | $5,540-53.9% | $6,507-60.8% |
| Admin fee / account holder | $125,834 | $16,786+649.6% | $14,329+778.2% | $12,624+896.8% |