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 | $171,761 | $72,492+136.9% | $87,100+97.2% | $72,985+135.3% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+7.0pp |
| Annual return | 13.24% | 24.46%-11.2pp | 28.19%-15.0pp | 81.00%-67.8pp |
| Employer contribution / active EE | $398 | $1,894-79.0% | $2,521-84.2% | $2,440-83.7% |
| Participant deferral / active EE | $4,275 | $3,270+30.8% | $4,049+5.6% | $3,607+18.5% |
| Admin fee / account holder | $3,268 | $5,055-35.3% | $7,497-56.4% | $5,124-36.2% |