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 | $91,999 | $80,968+13.6% | $96,544-4.7% | $75,163+22.4% |
| Participation rate | 72.4% | 71.8%+0.6pp | 76.0%-3.5pp | 67.2%+5.2pp |
| Annual return | 10.39% | 27.06%-16.7pp | 25.84%-15.4pp | 160.62%-150.2pp |
| Employer contribution / active EE | $445 | $2,282-80.5% | $2,965-85.0% | $2,670-83.3% |
| Participant deferral / active EE | $3,441 | $3,928-12.4% | $4,851-29.1% | $4,125-16.6% |
| Admin fee / account holder | $6,683 | $6,724-0.6% | $8,252-19.0% | $5,651+18.3% |