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 | $90,926 | $70,475+29.0% | $100,516-9.5% | $79,858+13.9% |
| Participation rate | 82.8% | 73.7%+9.2pp | 79.4%+3.4pp | 69.6%+13.2pp |
| Annual return | 2.44% | 21.90%-19.5pp | 30.89%-28.5pp | 31.71%-29.3pp |
| Employer contribution / active EE | $18 | $2,165-99.2% | $3,418-99.5% | $2,471-99.3% |
| Participant deferral / active EE | $2,868 | $5,181-44.6% | $6,270-54.3% | $3,740-23.3% |
| Admin fee / account holder | $12,386 | $4,478+176.6% | $8,081+53.3% | $5,306+133.4% |