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 | $50,753 | $176,812-71.3% | $146,665-65.4% | $167,490-69.7% |
| Participation rate | 90.5% | 83.6%+6.9pp | 80.1%+10.4pp | 82.1%+8.4pp |
| Annual return | 3.63% | 24.03%-20.4pp | 22.74%-19.1pp | 478.56%-474.9pp |
| Employer contribution / active EE | $514 | $5,160-90.0% | $4,136-87.6% | $4,837-89.4% |
| Participant deferral / active EE | $3,342 | $6,440-48.1% | $5,506-39.3% | $6,341-47.3% |
| Admin fee / account holder | $2,165 | $13,259-83.7% | $10,280-78.9% | $12,309-82.4% |