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 | $92,905 | $72,277+28.5% | $101,248-8.2% | $79,858+16.3% |
| Participation rate | 97.2% | 68.5%+28.8pp | 75.8%+21.4pp | 69.6%+27.6pp |
| Annual return | 8.30% | 22.30%-14.0pp | 46.47%-38.2pp | 31.71%-23.4pp |
| Employer contribution / active EE | $180 | $2,692-93.3% | $3,660-95.1% | $2,471-92.7% |
| Participant deferral / active EE | $4,912 | $3,282+49.7% | $4,370+12.4% | $3,740+31.3% |
| Admin fee / account holder | $17,940 | $4,400+307.7% | $5,945+201.7% | $5,306+238.1% |