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 | $142,545 | $109,881+29.7% | $150,045-5.0% | $84,808+68.1% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 13.44% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $534 | $3,561-85.0% | $4,693-88.6% | $2,631-79.7% |
| Participant deferral / active EE | $7,143 | $6,636+7.6% | $7,997-10.7% | $4,212+69.6% |
| Admin fee / account holder | $10,628 | $8,568+24.0% | $13,435-20.9% | $7,344+44.7% |