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 | $115,046 | $65,365+76.0% | $92,893+23.8% | $72,985+57.6% |
| Participation rate | 71.8% | 68.3%+3.5pp | 76.0%-4.2pp | 69.5%+2.3pp |
| Annual return | 10.30% | 42.10%-31.8pp | 109.41%-99.1pp | 81.00%-70.7pp |
| Employer contribution / active EE | $291 | $2,594-88.8% | $3,653-92.0% | $2,440-88.1% |
| Participant deferral / active EE | $3,350 | $3,128+7.1% | $4,236-20.9% | $3,607-7.1% |
| Admin fee / account holder | $3,732 | $4,251-12.2% | $5,794-35.6% | $5,124-27.2% |