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 | $106,749-17.8% | $145,433-39.6% | $82,448+6.5% |
| Participation rate | 83.3% | 75.6%+7.7pp | 82.1%+1.2pp | 68.1%+15.3pp |
| Annual return | 10.05% | 27.59%-17.5pp | 66.58%-56.5pp | 41.64%-31.6pp |
| Employer contribution / active EE | $168 | $3,444-95.1% | $4,554-96.3% | $2,551-93.4% |
| Participant deferral / active EE | $4,770 | $6,519-26.8% | $7,897-39.6% | $4,139+15.2% |
| Admin fee / account holder | $3,745 | $8,390-55.4% | $13,129-71.5% | $7,234-48.2% |