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 | $88,672-7.9% | $105,223-22.4% | $82,448-1.0% |
| Participation rate | 82.6% | 67.9%+14.7pp | 75.0%+7.6pp | 68.1%+14.5pp |
| Annual return | 12.58% | 30.86%-18.3pp | 180.65%-168.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $298 | $3,048-90.2% | $3,689-91.9% | $2,551-88.3% |
| Participant deferral / active EE | $5,953 | $4,036+47.5% | $5,072+17.4% | $4,139+43.8% |
| Admin fee / account holder | $12,109 | $7,146+69.5% | $8,859+36.7% | $7,234+67.4% |