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 | $88,976 | $77,899+14.2% | $149,673-40.6% | $75,163+18.4% |
| Participation rate | 73.6% | 65.6%+8.0pp | 78.8%-5.2pp | 67.2%+6.4pp |
| Annual return | 13.11% | 31.72%-18.6pp | 134.42%-121.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,436 | $3,411+30.1% | $5,680-21.9% | $4,125+7.5% |
| Admin fee / account holder | $7,490 | $5,956+25.7% | $13,210-43.3% | $5,651+32.5% |