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 | $66,414 | $86,286-23.0% | $111,297-40.3% | $85,850-22.6% |
| Participation rate | 71.9% | 73.3%-1.5pp | 77.3%-5.4pp | 69.3%+2.6pp |
| Annual return | 10.68% | 19.99%-9.3pp | 54.65%-44.0pp | 318.53%-307.9pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,248 | $3,641-38.2% | $4,487-49.9% | $3,952-43.1% |
| Admin fee / account holder | $16,179 | $8,188+97.6% | $7,964+103.2% | $6,260+158.5% |