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 | $109,819 | $95,803+14.6% | $113,168-3.0% | $84,808+29.5% |
| Participation rate | 70.2% | 72.9%-2.6pp | 76.6%-6.3pp | 68.3%+1.9pp |
| Annual return | 12.26% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $632 | $2,360-73.2% | $2,975-78.7% | $2,631-76.0% |
| Participant deferral / active EE | $4,744 | $4,242+11.8% | $5,107-7.1% | $4,212+12.6% |
| Admin fee / account holder | $8,625 | $8,989-4.0% | $12,068-28.5% | $7,344+17.5% |