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 | $94,711 | $99,985-5.3% | $146,665-35.4% | $85,850+10.3% |
| Participation rate | 75.8% | 73.1%+2.7pp | 80.1%-4.3pp | 69.3%+6.4pp |
| Annual return | 11.21% | 18.93%-7.7pp | 22.74%-11.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,688 | $4,006-32.9% | $5,506-51.2% | $3,952-32.0% |
| Admin fee / account holder | $12,078 | $7,702+56.8% | $10,280+17.5% | $6,260+92.9% |