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 | $39,531 | $81,248-51.3% | $155,509-74.6% | $80,856-51.1% |
| Participation rate | 74.4% | 66.2%+8.1pp | 78.2%-3.8pp | 67.6%+6.7pp |
| Annual return | 9.35% | 33.31%-24.0pp | 64.67%-55.3pp | 35.59%-26.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,250 | $3,452-34.8% | $5,626-60.0% | $4,296-47.6% |
| Admin fee / account holder | $10,206 | $7,997+27.6% | $15,912-35.9% | $6,918+47.5% |