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 6-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 | $172,400 | $148,978+15.7% | $200,582-14.1% | $84,808+103.3% |
| Participation rate | 84.6% | 84.2%+0.4pp | 86.9%-2.3pp | 68.3%+16.3pp |
| Annual return | 12.29% | 28.16%-15.9pp | 42.33%-30.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,246 | $4,815-74.1% | $6,419-80.6% | $2,631-52.6% |
| Participant deferral / active EE | $3,675 | $7,142-48.5% | $9,331-60.6% | $4,212-12.7% |
| Admin fee / account holder | $6,703 | $13,977-52.0% | $16,305-58.9% | $7,344-8.7% |