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 | $158,644 | $176,812-10.3% | $146,665+8.2% | $167,490-5.3% |
| Participation rate | 93.8% | 83.6%+10.1pp | 80.1%+13.7pp | 82.1%+11.6pp |
| Annual return | 8.57% | 24.03%-15.5pp | 22.74%-14.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $649 | $5,160-87.4% | $4,136-84.3% | $4,837-86.6% |
| Participant deferral / active EE | $9,212 | $6,440+43.0% | $5,506+67.3% | $6,341+45.3% |
| Admin fee / account holder | $4,435 | $13,259-66.5% | $10,280-56.9% | $12,309-64.0% |