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 | $61,426 | $137,414-55.3% | $189,513-67.6% | $85,850-28.4% |
| Participation rate | 82.1% | 84.6%-2.5pp | 87.8%-5.7pp | 69.3%+12.8pp |
| Annual return | 10.22% | 38.14%-27.9pp | 555.15%-544.9pp | 318.53%-308.3pp |
| Employer contribution / active EE | $973 | $4,344-77.6% | $6,162-84.2% | $2,565-62.1% |
| Participant deferral / active EE | $3,734 | $6,260-40.3% | $8,221-54.6% | $3,952-5.5% |
| Admin fee / account holder | $531 | $8,630-93.8% | $12,045-95.6% | $6,260-91.5% |