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 | $64,557 | $154,228-58.1% | $145,433-55.6% | $137,256-53.0% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 80.0%+5.0pp |
| Annual return | 11.91% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $566 | $4,804-88.2% | $4,554-87.6% | $4,156-86.4% |
| Participant deferral / active EE | $3,836 | $8,216-53.3% | $7,897-51.4% | $6,407-40.1% |
| Admin fee / account holder | $60,454 | $14,344+321.5% | $13,129+360.5% | $12,270+392.7% |