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 8-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 | $132,454 | $70,475+87.9% | $100,516+31.8% | $79,858+65.9% |
| Participation rate | 78.6% | 73.7%+4.9pp | 79.4%-0.8pp | 69.6%+8.9pp |
| Annual return | 11.32% | 21.90%-10.6pp | 30.89%-19.6pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,969 | $5,181-42.7% | $6,270-52.6% | $3,740-20.6% |
| Admin fee / account holder | $4,348 | $4,478-2.9% | $8,081-46.2% | $5,306-18.1% |