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 | $111,568 | $63,346+76.1% | $92,233+21.0% | $70,131+59.1% |
| Participation rate | 72.5% | 68.7%+3.8pp | 76.5%-4.0pp | 69.5%+2.9pp |
| Annual return | 11.26% | 530.12%-518.9pp | 176.28%-165.0pp | 73.14%-61.9pp |
| Employer contribution / active EE | $307 | $2,471-87.6% | $3,679-91.7% | $2,342-86.9% |
| Participant deferral / active EE | $3,092 | $2,854+8.4% | $3,897-20.6% | $3,332-7.2% |
| Admin fee / account holder | $5,442 | $3,840+41.7% | $5,194+4.8% | $4,645+17.1% |