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 | $86,558 | $100,041-13.5% | $149,718-42.2% | $70,131+23.4% |
| Participation rate | 92.0% | 83.6%+8.4pp | 87.1%+4.9pp | 69.5%+22.5pp |
| Annual return | 9.35% | 27.43%-18.1pp | 1501.63%-1492.3pp | 73.14%-63.8pp |
| Employer contribution / active EE | $930 | $3,662-74.6% | $5,445-82.9% | $2,342-60.3% |
| Participant deferral / active EE | $4,656 | $4,983-6.6% | $6,569-29.1% | $3,332+39.8% |
| Admin fee / account holder | $32,876 | $8,286+296.8% | $11,283+191.4% | $4,645+607.7% |