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 | $33,343 | $63,346-47.4% | $92,233-63.8% | $70,131-52.5% |
| Participation rate | 76.2% | 68.7%+7.5pp | 76.5%-0.3pp | 69.5%+6.6pp |
| Annual return | 12.35% | 530.12%-517.8pp | 176.28%-163.9pp | 73.14%-60.8pp |
| Employer contribution / active EE | $382 | $2,471-84.5% | $3,679-89.6% | $2,342-83.7% |
| Participant deferral / active EE | $2,906 | $2,854+1.8% | $3,897-25.4% | $3,332-12.8% |
| Admin fee / account holder | $1,459 | $3,840-62.0% | $5,194-71.9% | $4,645-68.6% |