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 | $114,972 | $68,719+67.3% | $91,541+25.6% | $84,808+35.6% |
| Participation rate | 80.3% | 64.5%+15.8pp | 69.8%+10.5pp | 68.3%+12.0pp |
| Annual return | 8.61% | 19.12%-10.5pp | 20.50%-11.9pp | 40.90%-32.3pp |
| Employer contribution / active EE | $266 | $1,920-86.2% | $2,505-89.4% | $2,631-89.9% |
| Participant deferral / active EE | $5,954 | $3,136+89.9% | $4,008+48.6% | $4,212+41.4% |
| Admin fee / account holder | $17,967 | $5,786+210.5% | $6,956+158.3% | $7,344+144.7% |