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 | $94,653 | $89,355+5.9% | $141,162-32.9% | $72,985+29.7% |
| Participation rate | 86.1% | 75.1%+11.0pp | 82.5%+3.6pp | 69.5%+16.6pp |
| Annual return | 16.75% | 111.85%-95.1pp | 71.39%-54.6pp | 81.00%-64.3pp |
| Employer contribution / active EE | $370 | $3,114-88.1% | $4,735-92.2% | $2,440-84.8% |
| Participant deferral / active EE | $3,826 | $5,418-29.4% | $6,709-43.0% | $3,607+6.1% |
| Admin fee / account holder | $4,840 | $5,958-18.8% | $10,261-52.8% | $5,124-5.5% |