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 | $121,917 | $84,936+43.5% | $111,297+9.5% | $79,386+53.6% |
| Participation rate | 96.4% | 75.9%+20.5pp | 77.3%+19.1pp | 70.7%+25.7pp |
| Annual return | 11.45% | 17.45%-6.0pp | 54.65%-43.2pp | 116.85%-105.4pp |
| Employer contribution / active EE | $468 | $1,979-76.3% | $2,731-82.9% | $2,427-80.7% |
| Participant deferral / active EE | $4,017 | $3,888+3.3% | $4,487-10.5% | $4,046-0.7% |
| Admin fee / account holder | $15,210 | $537+2731.5% | $7,964+91.0% | $626+2327.9% |