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 | $95,453+67.1% | $112,040+42.4% | $82,448+93.5% |
| Participation rate | 82.5% | 72.8%+9.7pp | 76.5%+6.0pp | 68.1%+14.4pp |
| Annual return | 11.29% | 23.92%-12.6pp | 24.52%-13.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $625 | $2,318-73.0% | $2,954-78.8% | $2,551-75.5% |
| Participant deferral / active EE | $4,534 | $4,224+7.4% | $5,098-11.0% | $4,139+9.5% |
| Admin fee / account holder | $3,699 | $9,013-59.0% | $12,098-69.4% | $7,234-48.9% |