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 | $99,798 | $86,929+14.8% | $102,423-2.6% | $80,856+23.4% |
| Participation rate | 76.7% | 72.4%+4.3pp | 76.5%+0.2pp | 67.6%+9.0pp |
| Annual return | 7.73% | 18.88%-11.2pp | 29.32%-21.6pp | 35.59%-27.9pp |
| Employer contribution / active EE | $445 | $2,369-81.2% | $3,023-85.3% | $2,755-83.8% |
| Participant deferral / active EE | $3,414 | $4,118-17.1% | $5,053-32.4% | $4,296-20.5% |
| Admin fee / account holder | $4,601 | $8,049-42.8% | $9,451-51.3% | $6,918-33.5% |