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 9-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 | $84,361 | $83,477+1.1% | $125,175-32.6% | $72,985+15.6% |
| Participation rate | 97.9% | 73.3%+24.6pp | 79.8%+18.1pp | 69.5%+28.4pp |
| Annual return | 10.52% | 25.78%-15.3pp | 43.79%-33.3pp | 81.00%-70.5pp |
| Employer contribution / active EE | $532 | $2,345-77.3% | $3,865-86.2% | $2,440-78.2% |
| Participant deferral / active EE | $3,955 | $3,585+10.3% | $4,937-19.9% | $3,607+9.6% |
| Admin fee / account holder | $7,603 | $5,517+37.8% | $9,702-21.6% | $5,124+48.4% |