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 | $104,432 | $109,359-4.5% | $162,163-35.6% | $72,985+43.1% |
| Participation rate | 88.5% | 84.3%+4.2pp | 87.6%+0.9pp | 69.5%+19.0pp |
| Annual return | 13.63% | 25.46%-11.8pp | 115.59%-102.0pp | 81.00%-67.4pp |
| Employer contribution / active EE | $800 | $3,907-79.5% | $5,614-85.8% | $2,440-67.2% |
| Participant deferral / active EE | $4,780 | $5,481-12.8% | $7,298-34.5% | $3,607+32.5% |
| Admin fee / account holder | $9,291 | $7,972+16.6% | $10,843-14.3% | $5,124+81.3% |