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 | $79,432 | $63,764+24.6% | $81,930-3.0% | $79,858-0.5% |
| Participation rate | 78.9% | 67.5%+11.4pp | 72.0%+7.0pp | 69.6%+9.3pp |
| Annual return | 8.58% | 22.66%-14.1pp | 29.49%-20.9pp | 31.71%-23.1pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,401 | $2,780+22.3% | $7,107-52.1% | $3,740-9.1% |
| Admin fee / account holder | $1,130 | $4,426-74.5% | $5,158-78.1% | $5,306-78.7% |