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 | $95,492 | $72,277+32.1% | $101,248-5.7% | $79,858+19.6% |
| Participation rate | 82.1% | 68.5%+13.7pp | 75.8%+6.3pp | 69.6%+12.5pp |
| Annual return | 4.88% | 22.30%-17.4pp | 46.47%-41.6pp | 31.71%-26.8pp |
| Employer contribution / active EE | $268 | $2,692-90.1% | $3,660-92.7% | $2,471-89.2% |
| Participant deferral / active EE | $2,102 | $3,282-35.9% | $4,370-51.9% | $3,740-43.8% |
| Admin fee / account holder | $507 | $4,400-88.5% | $5,945-91.5% | $5,306-90.5% |