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 | $40,026 | $95,803-58.2% | $113,168-64.6% | $84,808-52.8% |
| Participation rate | 74.7% | 72.9%+1.8pp | 76.6%-1.9pp | 68.3%+6.4pp |
| Annual return | 12.09% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $678 | $2,360-71.3% | $2,975-77.2% | $2,631-74.2% |
| Participant deferral / active EE | $7,699 | $4,242+81.5% | $5,107+50.8% | $4,212+82.8% |
| Admin fee / account holder | $13,071 | $8,989+45.4% | $12,068+8.3% | $7,344+78.0% |