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 | $28,352 | $106,515-73.4% | $96,683-70.7% | $139,434-79.7% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 10.11% | 38.43%-28.3pp | 35.69%-25.6pp | 372.94%-362.8pp |
| Employer contribution / active EE | $708 | $4,103-82.7% | $3,737-81.1% | $4,751-85.1% |
| Participant deferral / active EE | $1,667 | $5,454-69.4% | $4,878-65.8% | $6,710-75.2% |
| Admin fee / account holder | $1,156 | $7,877-85.3% | $6,730-82.8% | $11,403-89.9% |