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 | $142,539 | $138,347+3.0% | $184,203-22.6% | $80,856+76.3% |
| Participation rate | 93.5% | 83.9%+9.7pp | 86.8%+6.7pp | 67.6%+25.9pp |
| Annual return | 8.08% | 20.02%-11.9pp | 28.81%-20.7pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,010 | $4,850-79.2% | $6,427-84.3% | $2,755-63.3% |
| Participant deferral / active EE | $6,298 | $7,071-10.9% | $9,131-31.0% | $4,296+46.6% |
| Admin fee / account holder | $39,763 | $10,483+279.3% | $13,901+186.0% | $6,918+474.8% |