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 | $142,009 | $123,793+14.7% | $177,821-20.1% | $79,858+77.8% |
| Participation rate | 95.2% | 84.7%+10.6pp | 87.7%+7.5pp | 69.6%+25.6pp |
| Annual return | 10.65% | 22.82%-12.2pp | 48.32%-37.7pp | 31.71%-21.1pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,441 | $5,956-42.2% | $7,714-55.4% | $3,740-8.0% |
| Admin fee / account holder | $3,474 | $7,243-52.0% | $12,427-72.0% | $5,306-34.5% |