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 | $123,509 | $201,272-38.6% | $184,203-32.9% | $145,922-15.4% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 6.34% | 29.00%-22.7pp | 28.81%-22.5pp | 561.29%-554.9pp |
| Employer contribution / active EE | $940 | $7,022-86.6% | $6,427-85.4% | $4,660-79.8% |
| Participant deferral / active EE | $13,468 | $9,806+37.3% | $9,131+47.5% | $6,688+101.4% |
| Admin fee / account holder | $30,025 | $16,364+83.5% | $13,901+116.0% | $13,397+124.1% |