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 | $50,215 | $80,968-38.0% | $96,544-48.0% | $75,163-33.2% |
| Participation rate | 71.4% | 71.8%-0.3pp | 76.0%-4.5pp | 67.2%+4.2pp |
| Annual return | 11.83% | 27.06%-15.2pp | 25.84%-14.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $514 | $2,282-77.5% | $2,965-82.7% | $2,670-80.7% |
| Participant deferral / active EE | $5,147 | $3,928+31.0% | $4,851+6.1% | $4,125+24.8% |
| Admin fee / account holder | $8,210 | $6,724+22.1% | $8,252-0.5% | $5,651+45.3% |