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 | $195,439 | $109,881+77.9% | $150,045+30.3% | $84,808+130.5% |
| Participation rate | 76.3% | 76.1%+0.2pp | 82.3%-6.0pp | 68.3%+8.0pp |
| Annual return | 13.84% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $261 | $3,561-92.7% | $4,693-94.4% | $2,631-90.1% |
| Participant deferral / active EE | $5,533 | $6,636-16.6% | $7,997-30.8% | $4,212+31.4% |
| Admin fee / account holder | $45,577 | $8,568+431.9% | $13,435+239.2% | $7,344+520.6% |