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 | $122,431 | $89,753+36.4% | $107,525+13.9% | $84,808+44.4% |
| Participation rate | 82.5% | 68.1%+14.4pp | 75.1%+7.4pp | 68.3%+14.2pp |
| Annual return | 10.71% | 29.48%-18.8pp | 181.32%-170.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $409 | $3,113-86.9% | $3,754-89.1% | $2,631-84.4% |
| Participant deferral / active EE | $4,185 | $4,056+3.2% | $5,116-18.2% | $4,212-0.6% |
| Admin fee / account holder | $4,758 | $7,222-34.1% | $8,919-46.7% | $7,344-35.2% |