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 | $138,570 | $101,724+36.2% | $164,813-15.9% | $80,856+71.4% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.6%+18.1pp |
| Annual return | 6.80% | 16.72%-9.9pp | 69.93%-63.1pp | 35.59%-28.8pp |
| Employer contribution / active EE | $473 | $2,953-84.0% | $4,341-89.1% | $2,755-82.8% |
| Participant deferral / active EE | $2,838 | $4,477-36.6% | $6,031-52.9% | $4,296-33.9% |
| Admin fee / account holder | $5,657 | $8,227-31.2% | $12,690-55.4% | $6,918-18.2% |