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 | $141,866 | $95,803+48.1% | $113,168+25.4% | $84,808+67.3% |
| Participation rate | 74.4% | 72.9%+1.5pp | 76.6%-2.2pp | 68.3%+6.0pp |
| Annual return | 10.16% | 25.00%-14.8pp | 24.27%-14.1pp | 40.90%-30.7pp |
| Employer contribution / active EE | $128 | $2,360-94.6% | $2,975-95.7% | $2,631-95.1% |
| Participant deferral / active EE | $2,119 | $4,242-50.1% | $5,107-58.5% | $4,212-49.7% |
| Admin fee / account holder | $12,290 | $8,989+36.7% | $12,068+1.8% | $7,344+67.4% |