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 | $87,959 | $87,037+1.1% | $106,201-17.2% | $80,874+8.8% |
| Participation rate | 98.6% | 70.4%+28.1pp | 75.3%+23.3pp | 67.6%+30.9pp |
| Annual return | 9.97% | 17.05%-7.1pp | 116.26%-106.3pp | 35.62%-25.6pp |
| Employer contribution / active EE | $10 | $2,396-99.6% | $3,170-99.7% | $2,756-99.6% |
| Participant deferral / active EE | $5,567 | $3,986+39.7% | $5,012+11.1% | $4,297+29.6% |
| Admin fee / account holder | $46,359 | $8,434+449.7% | $11,039+319.9% | $6,935+568.5% |