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 | $90,430 | $73,933+22.3% | $96,683-6.5% | $75,163+20.3% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 11.77% | 26.70%-14.9pp | 35.69%-23.9pp | 160.62%-148.8pp |
| Employer contribution / active EE | $231 | $2,928-92.1% | $3,737-93.8% | $2,670-91.4% |
| Participant deferral / active EE | $3,467 | $3,659-5.2% | $4,878-28.9% | $4,125-15.9% |
| Admin fee / account holder | $1,601 | $5,216-69.3% | $6,730-76.2% | $5,651-71.7% |