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 | $26,594 | $99,652-73.3% | $78,778-66.2% | $147,584-82.0% |
| Participation rate | 89.5% | 76.2%+13.2pp | 69.2%+20.3pp | 82.8%+6.6pp |
| Annual return | 6.77% | 47.28%-40.5pp | 35.62%-28.8pp | 578.55%-571.8pp |
| Employer contribution / active EE | $228 | $2,796-91.9% | $1,986-88.5% | $4,876-95.3% |
| Participant deferral / active EE | $852 | $3,664-76.7% | $2,958-71.2% | $5,439-84.3% |
| Admin fee / account holder | $788 | $7,155-89.0% | $5,134-84.7% | $10,885-92.8% |