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 | $106,948 | $95,803+11.6% | $113,168-5.5% | $84,808+26.1% |
| Participation rate | 86.5% | 72.9%+13.6pp | 76.6%+9.9pp | 68.3%+18.2pp |
| Annual return | 9.43% | 25.00%-15.6pp | 24.27%-14.8pp | 40.90%-31.5pp |
| Employer contribution / active EE | $646 | $2,360-72.6% | $2,975-78.3% | $2,631-75.4% |
| Participant deferral / active EE | $2,954 | $4,242-30.4% | $5,107-42.2% | $4,212-29.9% |
| Admin fee / account holder | $18,750 | $8,989+108.6% | $12,068+55.4% | $7,344+155.3% |