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 | $117,914 | $72,277+63.1% | $101,248+16.5% | $79,858+47.7% |
| Participation rate | 71.4% | 68.5%+3.0pp | 75.8%-4.4pp | 69.6%+1.8pp |
| Annual return | 9.80% | 22.30%-12.5pp | 46.47%-36.7pp | 31.71%-21.9pp |
| Employer contribution / active EE | $442 | $2,692-83.6% | $3,660-87.9% | $2,471-82.1% |
| Participant deferral / active EE | $3,163 | $3,282-3.6% | $4,370-27.6% | $3,740-15.4% |
| Admin fee / account holder | $12,444 | $4,400+182.8% | $5,945+109.3% | $5,306+134.5% |