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 | $93,484 | $105,181-11.1% | $159,436-41.4% | $85,850+8.9% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.8%+10.9pp | 69.3%+24.4pp |
| Annual return | 11.54% | 45.07%-33.5pp | 263.57%-252.0pp | 318.53%-307.0pp |
| Employer contribution / active EE | $293 | $3,318-91.2% | $4,829-93.9% | $2,565-88.6% |
| Participant deferral / active EE | $2,935 | $5,945-50.6% | $7,352-60.1% | $3,952-25.7% |
| Admin fee / account holder | $3,184 | $6,933-54.1% | $10,799-70.5% | $6,260-49.1% |