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 | $99,562 | $109,881-9.4% | $150,045-33.6% | $84,808+17.4% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 10.83% | 28.25%-17.4pp | 62.55%-51.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $346 | $3,561-90.3% | $4,693-92.6% | $2,631-86.9% |
| Participant deferral / active EE | $3,635 | $6,636-45.2% | $7,997-54.5% | $4,212-13.7% |
| Admin fee / account holder | $2,169 | $8,568-74.7% | $13,435-83.9% | $7,344-70.5% |