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 | $88,402 | $73,933+19.6% | $96,683-8.6% | $75,163+17.6% |
| Participation rate | 91.7% | 66.4%+25.2pp | 74.3%+17.3pp | 67.2%+24.5pp |
| Annual return | 12.16% | 26.70%-14.5pp | 35.69%-23.5pp | 160.62%-148.5pp |
| Employer contribution / active EE | $644 | $2,928-78.0% | $3,737-82.8% | $2,670-75.9% |
| Participant deferral / active EE | $5,573 | $3,659+52.3% | $4,878+14.2% | $4,125+35.1% |
| Admin fee / account holder | $606 | $5,216-88.4% | $6,730-91.0% | $5,651-89.3% |