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 | $84,096 | $99,985-15.9% | $146,665-42.7% | $85,850-2.0% |
| Participation rate | 78.0% | 73.1%+5.0pp | 80.1%-2.0pp | 69.3%+8.7pp |
| Annual return | 10.69% | 18.93%-8.2pp | 22.74%-12.1pp | 318.53%-307.8pp |
| Employer contribution / active EE | $610 | $2,559-76.2% | $4,136-85.3% | $2,565-76.2% |
| Participant deferral / active EE | $2,965 | $4,006-26.0% | $5,506-46.1% | $3,952-25.0% |
| Admin fee / account holder | $32,096 | $7,702+316.7% | $10,280+212.2% | $6,260+412.7% |