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 | $123,413 | $148,978-17.2% | $200,582-38.5% | $84,808+45.5% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 11.51% | 28.16%-16.6pp | 42.33%-30.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,301 | $4,815-73.0% | $6,419-79.7% | $2,631-50.6% |
| Participant deferral / active EE | $3,821 | $7,142-46.5% | $9,331-59.0% | $4,212-9.3% |
| Admin fee / account holder | $2,281 | $13,977-83.7% | $16,305-86.0% | $7,344-68.9% |