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 | $191,558 | $153,772+24.6% | $133,980+43.0% | $273,961-30.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 0.27% | 36.51%-36.2pp | 29.30%-29.0pp | 41.45%-41.2pp |
| Employer contribution / active EE | $514 | $6,029-91.5% | $5,211-90.1% | $4,869-89.4% |
| Participant deferral / active EE | $5,370 | $6,958-22.8% | $6,282-14.5% | $5,287+1.6% |
| Admin fee / account holder | $41,375 | $11,765+251.7% | $9,324+343.7% | $10,132+308.4% |