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 | $191,323 | $78,926+142.4% | $136,749+39.9% | $84,808+125.6% |
| Participation rate | 83.8% | 62.2%+21.6pp | 72.1%+11.6pp | 68.3%+15.5pp |
| Annual return | 10.25% | 18.17%-7.9pp | 24.33%-14.1pp | 40.90%-30.6pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,315 | $3,168+67.8% | $4,692+13.3% | $4,212+26.2% |
| Admin fee / account holder | $7,547 | $6,369+18.5% | $11,386-33.7% | $7,344+2.8% |