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 | $156,841 | $106,749+46.9% | $145,433+7.8% | $82,448+90.2% |
| Participation rate | 76.9% | 75.6%+1.3pp | 82.1%-5.2pp | 68.1%+8.9pp |
| Annual return | 13.75% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,718 | $6,519-12.3% | $7,897-27.6% | $4,139+38.2% |
| Admin fee / account holder | $75,540 | $8,390+800.4% | $13,129+475.4% | $7,234+944.2% |