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 | $79,448 | $89,355-11.1% | $141,162-43.7% | $72,985+8.9% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.5%+15.2pp | 69.5%+28.2pp |
| Annual return | 6.72% | 111.85%-105.1pp | 71.39%-64.7pp | 81.00%-74.3pp |
| Employer contribution / active EE | $41 | $3,114-98.7% | $4,735-99.1% | $2,440-98.3% |
| Participant deferral / active EE | $4,595 | $5,418-15.2% | $6,709-31.5% | $3,607+27.4% |
| Admin fee / account holder | $6,143 | $5,958+3.1% | $10,261-40.1% | $5,124+19.9% |