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 | $74,945 | $130,194-42.4% | $169,993-55.9% | $71,457+4.9% |
| Participation rate | 79.2% | 86.1%-6.9pp | 87.0%-7.8pp | 67.9%+11.3pp |
| Annual return | 14.31% | 20.37%-6.1pp | 53.37%-39.1pp | 28.85%-14.5pp |
| Employer contribution / active EE | $751 | $4,381-82.9% | $6,785-88.9% | $2,588-71.0% |
| Participant deferral / active EE | $4,562 | $6,923-34.1% | $10,408-56.2% | $4,289+6.4% |
| Admin fee / account holder | $3,530 | $966+265.6% | $12,815-72.5% | $1,587+122.4% |