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 | $119,055 | $106,749+11.5% | $145,433-18.1% | $82,448+44.4% |
| Participation rate | 72.9% | 75.6%-2.7pp | 82.1%-9.2pp | 68.1%+4.8pp |
| Annual return | 8.68% | 27.59%-18.9pp | 66.58%-57.9pp | 41.64%-33.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,678 | $6,519+94.5% | $7,897+60.5% | $4,139+206.3% |
| Admin fee / account holder | $32,437 | $8,390+286.6% | $13,129+147.1% | $7,234+348.4% |