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 | $81,624 | $91,552-10.8% | $133,956-39.1% | $79,858+2.2% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.6pp | 69.6%+24.8pp |
| Annual return | 10.03% | 61.85%-51.8pp | 45.09%-35.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $428 | $2,384-82.0% | $3,919-89.1% | $2,471-82.7% |
| Participant deferral / active EE | $4,446 | $3,733+19.1% | $5,048-11.9% | $3,740+18.9% |
| Admin fee / account holder | $19,471 | $6,321+208.0% | $8,927+118.1% | $5,306+266.9% |