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 | $147,059 | $89,753+63.8% | $107,525+36.8% | $84,808+73.4% |
| Participation rate | 96.4% | 68.1%+28.4pp | 75.1%+21.4pp | 68.3%+28.1pp |
| Annual return | 9.04% | 29.48%-20.4pp | 181.32%-172.3pp | 40.90%-31.9pp |
| Employer contribution / active EE | $658 | $3,113-78.9% | $3,754-82.5% | $2,631-75.0% |
| Participant deferral / active EE | $3,171 | $4,056-21.8% | $5,116-38.0% | $4,212-24.7% |
| Admin fee / account holder | $7,387 | $7,222+2.3% | $8,919-17.2% | $7,344+0.6% |