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 | $131,945 | $177,572-25.7% | $154,803-14.8% | $142,382-7.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 6.97% | 65.07%-58.1pp | 58.88%-51.9pp | 217.08%-210.1pp |
| Employer contribution / active EE | $448 | $4,810-90.7% | $4,305-89.6% | $4,299-89.6% |
| Participant deferral / active EE | $4,451 | $6,272-29.0% | $5,540-19.7% | $6,507-31.6% |
| Admin fee / account holder | $39,213 | $16,786+133.6% | $14,329+173.7% | $12,624+210.6% |