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 | $109,899 | $94,625+16.1% | $116,228-5.4% | $84,808+29.6% |
| Participation rate | 74.0% | 70.4%+3.5pp | 74.6%-0.6pp | 68.3%+5.7pp |
| Annual return | 10.88% | 20.40%-9.5pp | 90.06%-79.2pp | 40.90%-30.0pp |
| Employer contribution / active EE | $219 | $2,347-90.7% | $2,994-92.7% | $2,631-91.7% |
| Participant deferral / active EE | $3,912 | $3,972-1.5% | $4,953-21.0% | $4,212-7.1% |
| Admin fee / account holder | $47,855 | $10,091+374.2% | $11,989+299.2% | $7,344+551.6% |