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 | $48,646 | $89,753-45.8% | $107,525-54.8% | $84,808-42.6% |
| Participation rate | 84.8% | 68.1%+16.8pp | 75.1%+9.8pp | 68.3%+16.5pp |
| Annual return | 4.12% | 29.48%-25.4pp | 181.32%-177.2pp | 40.90%-36.8pp |
| Employer contribution / active EE | $550 | $3,113-82.3% | $3,754-85.4% | $2,631-79.1% |
| Participant deferral / active EE | $4,289 | $4,056+5.7% | $5,116-16.2% | $4,212+1.8% |
| Admin fee / account holder | $18,075 | $7,222+150.3% | $8,919+102.7% | $7,344+146.1% |