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 | $55,791 | $78,705-29.1% | $117,854-52.7% | $70,131-20.4% |
| Participation rate | 72.7% | 73.2%-0.5pp | 79.7%-6.9pp | 69.5%+3.2pp |
| Annual return | 7.78% | 23.30%-15.5pp | 335.08%-327.3pp | 73.14%-65.4pp |
| Employer contribution / active EE | $429 | $2,223-80.7% | $3,786-88.7% | $2,342-81.7% |
| Participant deferral / active EE | $3,246 | $3,297-1.6% | $4,482-27.6% | $3,332-2.6% |
| Admin fee / account holder | $34,575 | $5,065+582.6% | $8,020+331.1% | $4,645+644.3% |