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 | $68,093 | $63,346+7.5% | $92,233-26.2% | $70,131-2.9% |
| Participation rate | 89.4% | 68.7%+20.7pp | 76.5%+12.9pp | 69.5%+19.8pp |
| Annual return | 11.87% | 530.12%-518.2pp | 176.28%-164.4pp | 73.14%-61.3pp |
| Employer contribution / active EE | $351 | $2,471-85.8% | $3,679-90.4% | $2,342-85.0% |
| Participant deferral / active EE | $3,433 | $2,854+20.3% | $3,897-11.9% | $3,332+3.0% |
| Admin fee / account holder | $2,256 | $3,840-41.3% | $5,194-56.6% | $4,645-51.4% |