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 | $189,883 | $80,968+134.5% | $96,544+96.7% | $75,163+152.6% |
| Participation rate | 85.7% | 71.8%+13.9pp | 76.0%+9.8pp | 67.2%+18.5pp |
| Annual return | 7.49% | 27.06%-19.6pp | 25.84%-18.4pp | 160.62%-153.1pp |
| Employer contribution / active EE | $629 | $2,282-72.4% | $2,965-78.8% | $2,670-76.5% |
| Participant deferral / active EE | $3,926 | $3,9280% | $4,851-19.1% | $4,125-4.8% |
| Admin fee / account holder | $1,963 | $6,724-70.8% | $8,252-76.2% | $5,651-65.3% |