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 | $50,356 | $72,177-30.2% | $115,037-56.2% | $59,632-15.6% |
| Participation rate | 94.3% | 72.6%+21.7pp | 81.4%+12.9pp | 68.7%+25.6pp |
| Annual return | -3.33% | 12.02%-15.3pp | 26.14%-29.5pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $320 | $2,841-88.8% | $4,608-93.1% | $2,203-85.5% |
| Participant deferral / active EE | $4,197 | $4,783-12.2% | $6,026-30.4% | $3,192+31.5% |
| Admin fee / account holder | $577 | $4,927-88.3% | $8,175-92.9% | $4,297-86.6% |