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 | $152,982 | $106,515+43.6% | $96,683+58.2% | $139,434+9.7% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 6.54% | 38.43%-31.9pp | 35.69%-29.2pp | 372.94%-366.4pp |
| Employer contribution / active EE | $627 | $4,103-84.7% | $3,737-83.2% | $4,751-86.8% |
| Participant deferral / active EE | $5,668 | $5,454+3.9% | $4,878+16.2% | $6,710-15.5% |
| Admin fee / account holder | $14,127 | $7,877+79.4% | $6,730+109.9% | $11,403+23.9% |