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 | $85,498 | $80,968+5.6% | $96,544-11.4% | $75,163+13.7% |
| Participation rate | 96.6% | 71.8%+24.8pp | 76.0%+20.6pp | 67.2%+29.4pp |
| Annual return | 10.89% | 27.06%-16.2pp | 25.84%-14.9pp | 160.62%-149.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,574 | $3,928-9.0% | $4,851-26.3% | $4,125-13.3% |
| Admin fee / account holder | $11,194 | $6,724+66.5% | $8,252+35.7% | $5,651+98.1% |