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 | $87,777 | $109,881-20.1% | $150,045-41.5% | $84,808+3.5% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 10.05% | 28.25%-18.2pp | 62.55%-52.5pp | 40.90%-30.8pp |
| Employer contribution / active EE | $168 | $3,561-95.3% | $4,693-96.4% | $2,631-93.6% |
| Participant deferral / active EE | $4,770 | $6,636-28.1% | $7,997-40.4% | $4,212+13.3% |
| Admin fee / account holder | $3,745 | $8,568-56.3% | $13,435-72.1% | $7,344-49.0% |