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 | $234,140 | $74,927+212.5% | $101,794+130.0% | $84,808+176.1% |
| Participation rate | 98.1% | 61.4%+36.7pp | 69.2%+28.9pp | 68.3%+29.8pp |
| Annual return | 5.73% | 18.70%-13.0pp | 30.53%-24.8pp | 40.90%-35.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,202 | $3,099+67.8% | $4,084+27.4% | $4,212+23.5% |
| Admin fee / account holder | $22,401 | $6,514+243.9% | $8,777+155.2% | $7,344+205.0% |