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 | $98,867 | $93,571+5.7% | $135,903-27.3% | $75,163+31.5% |
| Participation rate | 78.9% | 75.2%+3.7pp | 81.9%-3.0pp | 67.2%+11.7pp |
| Annual return | 12.57% | 30.90%-18.3pp | 68.23%-55.7pp | 160.62%-148.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,547 | $6,404-44.6% | $7,758-54.3% | $4,125-14.0% |
| Admin fee / account holder | $34,377 | $6,975+392.8% | $10,762+219.4% | $5,651+508.3% |