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 | $54,149 | $175,202-69.1% | $149,673-63.8% | $139,434-61.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.32% | 166.71%-162.4pp | 134.42%-130.1pp | 372.94%-368.6pp |
| Employer contribution / active EE | $459 | $5,474-91.6% | $4,818-90.5% | $4,751-90.3% |
| Participant deferral / active EE | $2,491 | $6,519-61.8% | $5,680-56.1% | $6,710-62.9% |
| Admin fee / account holder | $19,921 | $16,150+23.3% | $13,210+50.8% | $11,403+74.7% |