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 | $230,855 | $91,552+152.2% | $133,956+72.3% | $79,858+189.1% |
| Participation rate | 78.4% | 73.3%+5.0pp | 79.8%-1.5pp | 69.6%+8.7pp |
| Annual return | 7.37% | 61.85%-54.5pp | 45.09%-37.7pp | 31.71%-24.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,976 | $3,733+60.1% | $5,048+18.4% | $3,740+59.8% |
| Admin fee / account holder | $9,926 | $6,321+57.0% | $8,927+11.2% | $5,306+87.1% |