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 | $68,418 | $63,346+8.0% | $92,233-25.8% | $70,131-2.4% |
| Participation rate | 73.1% | 68.7%+4.4pp | 76.5%-3.4pp | 69.5%+3.5pp |
| Annual return | 9.08% | 530.12%-521.0pp | 176.28%-167.2pp | 73.14%-64.1pp |
| Employer contribution / active EE | $363 | $2,471-85.3% | $3,679-90.1% | $2,342-84.5% |
| Participant deferral / active EE | $1,976 | $2,854-30.8% | $3,897-49.3% | $3,332-40.7% |
| Admin fee / account holder | $447 | $3,840-88.4% | $5,194-91.4% | $4,645-90.4% |