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 | $158,389 | $85,766+84.7% | $136,294+16.2% | $70,131+125.8% |
| Participation rate | 92.1% | 74.2%+17.9pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 11.85% | 31.45%-19.6pp | 5155.94%-5144.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $11,127 | $5,051+120.3% | $6,247+78.1% | $3,332+234.0% |
| Admin fee / account holder | $4,252 | $5,420-21.6% | $9,243-54.0% | $4,645-8.5% |