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 | $52,648 | $185,822-71.7% | $169,993-69.0% | $139,434-62.2% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 9.47% | 60.50%-51.0pp | 53.37%-43.9pp | 372.94%-363.5pp |
| Employer contribution / active EE | $1,179 | $7,590-84.5% | $6,785-82.6% | $4,751-75.2% |
| Participant deferral / active EE | $3,645 | $11,622-68.6% | $10,408-65.0% | $6,710-45.7% |
| Admin fee / account holder | $45,677 | $15,381+197.0% | $12,815+256.4% | $11,403+300.6% |