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 | $84,410 | $117,841-28.4% | $102,423-17.6% | $145,922-42.2% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.5pp |
| Annual return | 8.50% | 31.65%-23.1pp | 29.32%-20.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $253 | $3,615-93.0% | $3,023-91.6% | $4,660-94.6% |
| Participant deferral / active EE | $3,204 | $5,731-44.1% | $5,053-36.6% | $6,688-52.1% |
| Admin fee / account holder | $1,396 | $13,326-89.5% | $9,451-85.2% | $13,397-89.6% |