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 5-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 | $125,250 | $127,065-1.4% | $113,168+10.7% | $142,382-12.0% |
| Participation rate | 73.3% | 79.2%-5.9pp | 76.6%-3.2pp | 80.1%-6.8pp |
| Annual return | 5.16% | 24.03%-18.9pp | 24.27%-19.1pp | 217.08%-211.9pp |
| Employer contribution / active EE | $651 | $3,442-81.1% | $2,975-78.1% | $4,299-84.8% |
| Participant deferral / active EE | $4,324 | $5,716-24.3% | $5,107-15.3% | $6,507-33.5% |
| Admin fee / account holder | $49,554 | $15,736+214.9% | $12,068+310.6% | $12,624+292.6% |