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 | $84,718 | $46,553+82.0% | $64,056+32.3% | $75,163+12.7% |
| Participation rate | 77.8% | 65.9%+11.8pp | 72.3%+5.5pp | 67.2%+10.6pp |
| Annual return | 8.42% | 26.03%-17.6pp | 33.69%-25.3pp | 160.62%-152.2pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,781 | $2,837+174.3% | $3,880+100.5% | $4,125+88.6% |
| Admin fee / account holder | $2,275 | $2,952-22.9% | $3,068-25.9% | $5,651-59.7% |