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 | $68,626 | $86,286-20.5% | $111,297-38.3% | $85,850-20.1% |
| Participation rate | 93.2% | 73.3%+19.9pp | 77.3%+15.9pp | 69.3%+23.9pp |
| Annual return | 9.49% | 19.99%-10.5pp | 54.65%-45.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $105 | $2,043-94.8% | $2,731-96.1% | $2,565-95.9% |
| Participant deferral / active EE | $2,236 | $3,641-38.6% | $4,487-50.2% | $3,952-43.4% |
| Admin fee / account holder | $25,010 | $8,188+205.4% | $7,964+214.0% | $6,260+299.5% |