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 | $81,449 | $101,724-19.9% | $164,813-50.6% | $80,856+0.7% |
| Participation rate | 76.3% | 71.8%+4.5pp | 78.6%-2.3pp | 67.6%+8.7pp |
| Annual return | 8.49% | 16.72%-8.2pp | 69.93%-61.4pp | 35.59%-27.1pp |
| Employer contribution / active EE | $542 | $2,953-81.7% | $4,341-87.5% | $2,755-80.3% |
| Participant deferral / active EE | $5,559 | $4,477+24.2% | $6,031-7.8% | $4,296+29.4% |
| Admin fee / account holder | $4,017 | $8,227-51.2% | $12,690-68.3% | $6,918-41.9% |