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 | $99,876 | $57,541+73.6% | $95,745+4.3% | $75,163+32.9% |
| Participation rate | 73.3% | 62.5%+10.8pp | 72.3%+1.1pp | 67.2%+6.1pp |
| Annual return | 11.54% | 34.93%-23.4pp | 28.35%-16.8pp | 160.62%-149.1pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,547 | $3,074-49.7% | $4,245-63.6% | $4,125-62.5% |
| Admin fee / account holder | $638 | $4,099-84.4% | $5,678-88.8% | $5,651-88.7% |