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 | $20,924 | $117,983-82.3% | $101,794-79.4% | $142,382-85.3% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 8.55% | 36.92%-28.4pp | 30.53%-22.0pp | 217.08%-208.5pp |
| Employer contribution / active EE | $166 | $2,773-94.0% | $2,289-92.7% | $4,299-96.1% |
| Participant deferral / active EE | $4,245 | $4,714-9.9% | $4,084+3.9% | $6,507-34.8% |
| Admin fee / account holder | $9,304 | $10,433-10.8% | $8,777+6.0% | $12,624-26.3% |