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 | $154,304 | $94,031+64.1% | $115,768+33.3% | $82,448+87.2% |
| Participation rate | 75.0% | 70.4%+4.6pp | 74.4%+0.6pp | 68.1%+6.9pp |
| Annual return | 10.49% | 20.61%-10.1pp | 100.46%-90.0pp | 41.64%-31.2pp |
| Employer contribution / active EE | $428 | $2,323-81.6% | $2,940-85.4% | $2,551-83.2% |
| Participant deferral / active EE | $6,187 | $3,972+55.8% | $4,917+25.8% | $4,139+49.5% |
| Admin fee / account holder | $33,818 | $10,249+230.0% | $12,439+171.9% | $7,234+367.5% |