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 | $115,617 | $124,281-7.0% | $109,143+5.9% | $167,490-31.0% |
| Participation rate | 85.0% | 79.4%+5.6pp | 75.9%+9.1pp | 82.1%+2.9pp |
| Annual return | 6.75% | 26.04%-19.3pp | 25.75%-19.0pp | 478.56%-471.8pp |
| Employer contribution / active EE | $574 | $4,207-86.4% | $3,722-84.6% | $4,837-88.1% |
| Participant deferral / active EE | $2,167 | $5,255-58.8% | $4,653-53.4% | $6,341-65.8% |
| Admin fee / account holder | $1,688 | $7,970-78.8% | $6,752-75.0% | $12,309-86.3% |