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 | $88,270 | $78,705+12.2% | $117,854-25.1% | $70,131+25.9% |
| Participation rate | 73.8% | 73.2%+0.7pp | 79.7%-5.8pp | 69.5%+4.3pp |
| Annual return | 10.98% | 23.30%-12.3pp | 335.08%-324.1pp | 73.14%-62.2pp |
| Employer contribution / active EE | $473 | $2,223-78.7% | $3,786-87.5% | $2,342-79.8% |
| Participant deferral / active EE | $3,900 | $3,297+18.3% | $4,482-13.0% | $3,332+17.0% |
| Admin fee / account holder | $2,030 | $5,065-59.9% | $8,020-74.7% | $4,645-56.3% |