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 | $116,619 | $64,348+81.2% | $90,160+29.3% | $70,131+66.3% |
| Participation rate | 83.8% | 70.4%+13.3pp | 76.9%+6.9pp | 69.5%+14.2pp |
| Annual return | 12.61% | 28.13%-15.5pp | 34.88%-22.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $221 | $2,046-89.2% | $3,318-93.3% | $2,342-90.6% |
| Participant deferral / active EE | $5,007 | $4,389+14.1% | $5,288-5.3% | $3,332+50.3% |
| Admin fee / account holder | $33,374 | $3,944+746.3% | $5,943+461.6% | $4,645+618.4% |