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 | $79,240 | $87,841-9.8% | $133,980-40.9% | $62,891+26.0% |
| Participation rate | 90.0% | 83.4%+6.6pp | 87.1%+2.9pp | 69.3%+20.7pp |
| Annual return | 4.86% | 12.05%-7.2pp | 29.30%-24.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $612 | $3,483-82.4% | $5,211-88.3% | $2,281-73.2% |
| Participant deferral / active EE | $5,858 | $4,812+21.7% | $6,282-6.7% | $3,203+82.9% |
| Admin fee / account holder | $6,810 | $5,371+26.8% | $9,324-27.0% | $4,296+58.5% |