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 | $207,819 | $101,724+104.3% | $164,813+26.1% | $80,856+157.0% |
| Participation rate | 96.8% | 71.8%+24.9pp | 78.6%+18.2pp | 67.6%+29.1pp |
| Annual return | 9.60% | 16.72%-7.1pp | 69.93%-60.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $16 | $2,953-99.5% | $4,341-99.6% | $2,755-99.4% |
| Participant deferral / active EE | $1,983 | $4,477-55.7% | $6,031-67.1% | $4,296-53.8% |
| Admin fee / account holder | $52,329 | $8,227+536.0% | $12,690+312.4% | $6,918+656.4% |