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 | $124,280 | $185,822-33.1% | $169,993-26.9% | $139,434-10.9% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 10.72% | 60.50%-49.8pp | 53.37%-42.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $1,037 | $7,590-86.3% | $6,785-84.7% | $4,751-78.2% |
| Participant deferral / active EE | $12,039 | $11,622+3.6% | $10,408+15.7% | $6,710+79.4% |
| Admin fee / account holder | $1,850 | $15,381-88.0% | $12,815-85.6% | $11,403-83.8% |