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 | $100,727 | $77,503+30.0% | $100,391+0.3% | $80,856+24.6% |
| Participation rate | 79.4% | 76.9%+2.4pp | 81.5%-2.1pp | 67.6%+11.7pp |
| Annual return | 12.06% | 37.20%-25.1pp | 49.20%-37.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,275 | $6,820-52.0% | $8,082-59.5% | $4,296-23.8% |
| Admin fee / account holder | $8,217 | $5,897+39.3% | $7,899+4.0% | $6,918+18.8% |