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 | $54,304 | $65,365-16.9% | $92,893-41.5% | $72,985-25.6% |
| Participation rate | 87.7% | 68.3%+19.4pp | 76.0%+11.7pp | 69.5%+18.2pp |
| Annual return | 10.91% | 42.10%-31.2pp | 109.41%-98.5pp | 81.00%-70.1pp |
| Employer contribution / active EE | $231 | $2,594-91.1% | $3,653-93.7% | $2,440-90.5% |
| Participant deferral / active EE | $3,403 | $3,128+8.8% | $4,236-19.7% | $3,607-5.7% |
| Admin fee / account holder | $1,096 | $4,251-74.2% | $5,794-81.1% | $5,124-78.6% |