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 | $159,499 | $95,803+66.5% | $113,168+40.9% | $84,808+88.1% |
| Participation rate | 82.5% | 72.9%+9.6pp | 76.6%+5.9pp | 68.3%+14.2pp |
| Annual return | 11.29% | 25.00%-13.7pp | 24.27%-13.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $625 | $2,360-73.5% | $2,975-79.0% | $2,631-76.2% |
| Participant deferral / active EE | $4,534 | $4,242+6.9% | $5,107-11.2% | $4,212+7.7% |
| Admin fee / account holder | $3,699 | $8,989-58.9% | $12,068-69.4% | $7,344-49.6% |