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 | $145,539 | $148,978-2.3% | $200,582-27.4% | $84,808+71.6% |
| Participation rate | 72.4% | 84.2%-11.8pp | 86.9%-14.5pp | 68.3%+4.1pp |
| Annual return | 9.89% | 28.16%-18.3pp | 42.33%-32.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,176 | $4,815-75.6% | $6,419-81.7% | $2,631-55.3% |
| Participant deferral / active EE | $4,410 | $7,142-38.3% | $9,331-52.7% | $4,212+4.7% |
| Admin fee / account holder | $4,687 | $13,977-66.5% | $16,305-71.3% | $7,344-36.2% |