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 | $122,854 | $138,347-11.2% | $184,203-33.3% | $80,856+51.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.6%+12.4pp |
| Annual return | 8.86% | 20.02%-11.2pp | 28.81%-20.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,154 | $4,850-76.2% | $6,427-82.0% | $2,755-58.1% |
| Participant deferral / active EE | $4,195 | $7,071-40.7% | $9,131-54.1% | $4,296-2.3% |
| Admin fee / account holder | $7,934 | $10,483-24.3% | $13,901-42.9% | $6,918+14.7% |