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 | $110,281 | $63,355+74.1% | $91,989+19.9% | $72,985+51.1% |
| Participation rate | 81.5% | 72.5%+9.0pp | 78.6%+2.9pp | 69.5%+12.0pp |
| Annual return | 18.16% | 35.35%-17.2pp | 69.02%-50.9pp | 81.00%-62.8pp |
| Employer contribution / active EE | $190 | $2,116-91.0% | $3,452-94.5% | $2,440-92.2% |
| Participant deferral / active EE | $4,521 | $4,883-7.4% | $5,923-23.7% | $3,607+25.3% |
| Admin fee / account holder | $35,524 | $4,668+661.0% | $7,743+358.8% | $5,124+593.2% |