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 | $25,687 | $70,428-63.5% | $96,562-73.4% | $85,850-70.1% |
| Participation rate | 71.8% | 61.8%+10.0pp | 69.8%+2.0pp | 69.3%+2.5pp |
| Annual return | 10.72% | 18.59%-7.9pp | 37.78%-27.1pp | 318.53%-307.8pp |
| Employer contribution / active EE | $238 | $1,413-83.1% | $2,356-89.9% | $2,565-90.7% |
| Participant deferral / active EE | $3,376 | $2,894+16.7% | $3,849-12.3% | $3,952-14.6% |
| Admin fee / account holder | $5,104 | $4,997+2.2% | $6,181-17.4% | $6,260-18.5% |