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 | $111,614 | $125,758-11.2% | $169,993-34.3% | $75,163+48.5% |
| Participation rate | 73.8% | 83.6%-9.7pp | 87.0%-13.2pp | 67.2%+6.7pp |
| Annual return | 12.93% | 27.20%-14.3pp | 53.37%-40.4pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,413 | $4,615-69.4% | $6,785-79.2% | $2,670-47.1% |
| Participant deferral / active EE | $4,366 | $6,837-36.2% | $10,408-58.1% | $4,125+5.8% |
| Admin fee / account holder | $11,588 | $8,173+41.8% | $12,815-9.6% | $5,651+105.1% |