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 | $171,382 | $95,416+79.6% | $185,823-7.8% | $85,850+99.6% |
| Participation rate | 81.2% | 68.8%+12.4pp | 81.7%-0.5pp | 69.3%+11.8pp |
| Annual return | 9.23% | 23.59%-14.4pp | 122.05%-112.8pp | 318.53%-309.3pp |
| Employer contribution / active EE | $121 | $3,314-96.3% | $5,167-97.7% | $2,565-95.3% |
| Participant deferral / active EE | $5,022 | $3,423+46.7% | $5,568-9.8% | $3,952+27.1% |
| Admin fee / account holder | $40,031 | $7,213+455.0% | $16,237+146.5% | $6,260+539.5% |