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 | $167,804 | $137,414+22.1% | $189,513-11.5% | $85,850+95.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 87.8%+4.5pp | 69.3%+23.0pp |
| Annual return | 10.42% | 38.14%-27.7pp | 555.15%-544.7pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,286 | $4,344-70.4% | $6,162-79.1% | $2,565-49.9% |
| Participant deferral / active EE | $3,312 | $6,260-47.1% | $8,221-59.7% | $3,952-16.2% |
| Admin fee / account holder | $6,973 | $8,630-19.2% | $12,045-42.1% | $6,260+11.4% |