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 | $77,523 | $65,365+18.6% | $92,893-16.5% | $72,985+6.2% |
| Participation rate | 81.1% | 68.3%+12.8pp | 76.0%+5.1pp | 69.5%+11.6pp |
| Annual return | 15.97% | 42.10%-26.1pp | 109.41%-93.4pp | 81.00%-65.0pp |
| Employer contribution / active EE | $492 | $2,594-81.0% | $3,653-86.5% | $2,440-79.8% |
| Participant deferral / active EE | $3,697 | $3,128+18.2% | $4,236-12.7% | $3,607+2.5% |
| Admin fee / account holder | $11,260 | $4,251+164.9% | $5,794+94.3% | $5,124+119.7% |