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 | $109,568 | $78,672+39.3% | $109,143+0.4% | $85,850+27.6% |
| Participation rate | 88.9% | 68.3%+20.6pp | 75.9%+13.0pp | 69.3%+19.6pp |
| Annual return | 9.46% | 25.09%-15.6pp | 25.75%-16.3pp | 318.53%-309.1pp |
| Employer contribution / active EE | $504 | $2,735-81.6% | $3,722-86.5% | $2,565-80.3% |
| Participant deferral / active EE | $3,720 | $3,467+7.3% | $4,653-20.1% | $3,952-5.9% |
| Admin fee / account holder | $24,843 | $5,469+354.2% | $6,752+267.9% | $6,260+296.9% |