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 | $109,347 | $91,552+19.4% | $133,956-18.4% | $79,858+36.9% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | 7.03% | 61.85%-54.8pp | 45.09%-38.1pp | 31.71%-24.7pp |
| Employer contribution / active EE | $318 | $2,384-86.7% | $3,919-91.9% | $2,471-87.1% |
| Participant deferral / active EE | $3,640 | $3,733-2.5% | $5,048-27.9% | $3,740-2.7% |
| Admin fee / account holder | $19,746 | $6,321+212.4% | $8,927+121.2% | $5,306+272.1% |