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 | $147,946 | $91,552+61.6% | $133,956+10.4% | $79,858+85.3% |
| Participation rate | 88.1% | 73.3%+14.7pp | 79.8%+8.3pp | 69.6%+18.5pp |
| Annual return | 9.64% | 61.85%-52.2pp | 45.09%-35.4pp | 31.71%-22.1pp |
| Employer contribution / active EE | $483 | $2,384-79.8% | $3,919-87.7% | $2,471-80.5% |
| Participant deferral / active EE | $4,853 | $3,733+30.0% | $5,048-3.9% | $3,740+29.8% |
| Admin fee / account holder | $37,022 | $6,321+485.7% | $8,927+314.7% | $5,306+597.7% |