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 | $78,544 | $85,766-8.4% | $136,294-42.4% | $70,131+12.0% |
| Participation rate | 95.7% | 74.2%+21.6pp | 81.9%+13.8pp | 69.5%+26.2pp |
| Annual return | 8.06% | 31.45%-23.4pp | 5155.94%-5147.9pp | 73.14%-65.1pp |
| Employer contribution / active EE | $8 | $2,966-99.7% | $4,695-99.8% | $2,342-99.6% |
| Participant deferral / active EE | $4,186 | $5,051-17.1% | $6,247-33.0% | $3,332+25.6% |
| Admin fee / account holder | $5,776 | $5,420+6.6% | $9,243-37.5% | $4,645+24.3% |