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 | $81,663 | $89,753-9.0% | $107,525-24.1% | $84,808-3.7% |
| Participation rate | 82.6% | 68.1%+14.5pp | 75.1%+7.5pp | 68.3%+14.3pp |
| Annual return | 12.58% | 29.48%-16.9pp | 181.32%-168.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $298 | $3,113-90.4% | $3,754-92.1% | $2,631-88.7% |
| Participant deferral / active EE | $5,953 | $4,056+46.8% | $5,116+16.4% | $4,212+41.4% |
| Admin fee / account holder | $12,109 | $7,222+67.7% | $8,919+35.8% | $7,344+64.9% |