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 | $102,032 | $98,750+3.3% | $149,696-31.8% | $79,858+27.8% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.0pp |
| Annual return | 7.30% | 27.43%-20.1pp | 276.60%-269.3pp | 31.71%-24.4pp |
| Employer contribution / active EE | $106 | $3,216-96.7% | $4,644-97.7% | $2,471-95.7% |
| Participant deferral / active EE | $4,327 | $5,680-23.8% | $6,842-36.8% | $3,740+15.7% |
| Admin fee / account holder | $40,046 | $6,053+561.6% | $9,309+330.2% | $5,306+654.7% |