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 | $124,275 | $83,477+48.9% | $125,175-0.7% | $72,985+70.3% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.5%+19.4pp |
| Annual return | 14.51% | 25.78%-11.3pp | 43.79%-29.3pp | 81.00%-66.5pp |
| Employer contribution / active EE | $64 | $2,345-97.3% | $3,865-98.3% | $2,440-97.4% |
| Participant deferral / active EE | $1,903 | $3,585-46.9% | $4,937-61.5% | $3,607-47.2% |
| Admin fee / account holder | $17,387 | $5,517+215.1% | $9,702+79.2% | $5,124+239.3% |