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 | $118,971 | $48,570+144.9% | $130,648-8.9% | $72,985+63.0% |
| Participation rate | 78.0% | 58.6%+19.5pp | 71.7%+6.3pp | 69.5%+8.6pp |
| Annual return | 3.21% | 38.63%-35.4pp | 1708.96%-1705.8pp | 81.00%-77.8pp |
| Employer contribution / active EE | $45 | $1,334-96.6% | $4,092-98.9% | $2,440-98.1% |
| Participant deferral / active EE | $7,550 | $2,384+216.7% | $3,603+109.6% | $3,607+109.3% |
| Admin fee / account holder | $7,163 | $3,549+101.8% | $5,464+31.1% | $5,124+39.8% |