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 | $92,190 | $70,669+30.5% | $169,368-45.6% | $75,163+22.7% |
| Participation rate | 70.4% | 64.8%+5.6pp | 77.1%-6.8pp | 67.2%+3.2pp |
| Annual return | 11.08% | 36.36%-25.3pp | 405.60%-394.5pp | 160.62%-149.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,451 | $4,311+26.5% | $6,221-12.4% | $4,125+32.1% |
| Admin fee / account holder | $5,794 | $5,402+7.2% | $9,003-35.6% | $5,651+2.5% |