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 | $158,869 | $65,041+144.3% | $90,951+74.7% | $79,858+98.9% |
| Participation rate | 88.5% | 61.6%+26.9pp | 69.0%+19.5pp | 69.6%+18.8pp |
| Annual return | 6.95% | 30.45%-23.5pp | 134.60%-127.6pp | 31.71%-24.8pp |
| Employer contribution / active EE | $216 | $1,247-82.7% | $2,122-89.8% | $2,471-91.3% |
| Participant deferral / active EE | $7,168 | $2,512+185.4% | $3,373+112.5% | $3,740+91.7% |
| Admin fee / account holder | $2,439 | $4,536-46.2% | $5,959-59.1% | $5,306-54.0% |